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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 | $28,997 | $91,559-68.3% | $133,959-78.4% | $79,858-63.7% |
| Participation rate | 80.5% | 73.3%+7.1pp | 79.8%+0.6pp | 69.6%+10.9pp |
| Annual return | 20.84% | 61.85%-41.0pp | 45.09%-24.3pp | 31.72%-10.9pp |
| Employer contribution / active EE | $37 | $2,384-98.4% | $3,919-99.0% | $2,471-98.5% |
| Participant deferral / active EE | $4,544 | $3,734+21.7% | $5,047-10.0% | $3,740+21.5% |
| Admin fee / account holder | $1,262 | $6,321-80.0% | $8,928-85.9% | $5,306-76.2% |