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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 | $149,446-85.1% | $256,809-91.4% | $94,015-76.4% |
| Participation rate | 97.1% | 85.3%+11.8pp | 88.5%+8.5pp | 70.8%+26.2pp |
| Annual return | 19.06% | 17.55%+1.5pp | 32.73%-13.7pp | 17.84%+1.2pp |
| Employer contribution / active EE | $427 | $4,596-90.7% | $7,263-94.1% | $2,790-84.7% |
| Participant deferral / active EE | $4,151 | $6,491-36.1% | $9,520-56.4% | $4,249-2.3% |
| Admin fee / account holder | $1,426 | $24,035-94.1% | $25,146-94.3% | $8,951-84.1% |