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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 | $21,450 | $72,492-70.4% | $87,102-75.4% | $72,983-70.6% |
| Participation rate | 77.9% | 72.8%+5.1pp | 76.9%+1.1pp | 69.5%+8.5pp |
| Annual return | 20.40% | 24.46%-4.1pp | 28.19%-7.8pp | 81.01%-60.6pp |
| Employer contribution / active EE | $426 | $1,894-77.5% | $2,521-83.1% | $2,440-82.5% |
| Participant deferral / active EE | $1,648 | $3,270-49.6% | $4,048-59.3% | $3,608-54.3% |
| Admin fee / account holder | $2,002 | $5,055-60.4% | $7,491-73.3% | $5,124-60.9% |