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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 | $25,276 | $101,795-75.2% | $165,100-84.7% | $80,959-68.8% |
| Participation rate | 92.7% | 71.8%+20.9pp | 78.6%+14.1pp | 67.7%+25.0pp |
| Annual return | 11.44% | 16.73%-5.3pp | 70.21%-58.8pp | 35.67%-24.2pp |
| Employer contribution / active EE | $814 | $2,954-72.5% | $4,348-81.3% | $2,757-70.5% |
| Participant deferral / active EE | $2,650 | $4,476-40.8% | $6,035-56.1% | $4,300-38.4% |
| Admin fee / account holder | $315 | $8,221-96.2% | $12,696-97.5% | $6,925-95.5% |