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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 | $19,441 | $81,476-76.1% | $102,383-81.0% | $80,925-76.0% |
| Participation rate | 71.8% | 66.8%+4.9pp | 74.5%-2.7pp | 67.7%+4.1pp |
| Annual return | 12.51% | 25.59%-13.1pp | 24.94%-12.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $508 | $3,105-83.6% | $3,870-86.9% | $2,756-81.6% |
| Participant deferral / active EE | $2,950 | $3,871-23.8% | $5,060-41.7% | $4,299-31.4% |
| Admin fee / account holder | $2,964 | $6,717-55.9% | $8,391-64.7% | $6,940-57.3% |