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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 | $22,635 | $105,284-78.5% | $150,734-85.0% | $94,015-75.9% |
| Participation rate | 70.0% | 71.7%-1.7pp | 78.4%-8.4pp | 70.8%-0.8pp |
| Annual return | 15.71% | 15.67%0pp | 600.81%-585.1pp | 17.84%-2.1pp |
| Employer contribution / active EE | $444 | $3,599-87.7% | $4,918-91.0% | $2,790-84.1% |
| Participant deferral / active EE | $2,836 | $4,274-33.6% | $5,610-49.5% | $4,249-33.3% |
| Admin fee / account holder | $1,751 | $9,839-82.2% | $14,905-88.3% | $8,951-80.4% |