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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 | $22,373 | $110,083-79.7% | $151,639-85.2% | $68,486-67.3% |
| Participation rate | 91.8% | 84.0%+7.8pp | 87.5%+4.3pp | 67.9%+23.9pp |
| Annual return | 7.60% | -10.12%+17.7pp | 3.34%+4.3pp | -7.85%+15.5pp |
| Employer contribution / active EE | $373 | $4,470-91.6% | $6,165-93.9% | $2,597-85.6% |
| Participant deferral / active EE | $7,721 | $6,526+18.3% | $8,363-7.7% | $4,028+91.7% |
| Admin fee / account holder | $3,195 | $7,718-58.6% | $11,613-72.5% | $5,404-40.9% |