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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 | $22,210 | $145,431-84.7% | $211,142-89.5% | $87,485-74.6% |
| Participation rate | 97.1% | 84.7%+12.3pp | 87.3%+9.8pp | 68.9%+28.1pp |
| Annual return | 19.06% | 27.21%-8.1pp | 46.84%-27.8pp | 26.06%-7.0pp |
| Employer contribution / active EE | $427 | $4,662-90.8% | $6,442-93.4% | $2,596-83.6% |
| Participant deferral / active EE | $4,151 | $6,859-39.5% | $9,284-55.3% | $4,274-2.9% |
| Admin fee / account holder | $1,426 | $17,052-91.6% | $19,076-92.5% | $7,775-81.7% |