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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 | $27,016 | $140,592-80.8% | $123,106-78.1% | $125,388-78.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -1.05% | 16.80%-17.8pp | 13.22%-14.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $248 | $6,041-95.9% | $5,151-95.2% | $4,866-94.9% |
| Participant deferral / active EE | $3,299 | $6,980-52.7% | $6,229-47.0% | $5,352-38.4% |
| Admin fee / account holder | $417 | $11,198-96.3% | $9,015-95.4% | $9,541-95.6% |