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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,272 | $72,492-70.7% | $87,104-75.6% | $72,975-70.9% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 20.32% | 24.46%-4.1pp | 28.19%-7.9pp | 81.01%-60.7pp |
| Employer contribution / active EE | $276 | $1,894-85.4% | $2,521-89.0% | $2,440-88.7% |
| Participant deferral / active EE | $2,222 | $3,270-32.0% | $4,048-45.1% | $3,608-38.4% |
| Admin fee / account holder | $802 | $5,055-84.1% | $7,491-89.3% | $5,124-84.4% |