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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 | $25,198 | $72,492-65.2% | $87,104-71.1% | $72,975-65.5% |
| Participation rate | 83.1% | 72.8%+10.3pp | 76.9%+6.2pp | 69.5%+13.6pp |
| Annual return | 36.21% | 24.46%+11.8pp | 28.19%+8.0pp | 81.01%-44.8pp |
| Employer contribution / active EE | $324 | $1,894-82.9% | $2,521-87.2% | $2,440-86.7% |
| Participant deferral / active EE | $1,511 | $3,270-53.8% | $4,048-62.7% | $3,608-58.1% |
| Admin fee / account holder | $6,311 | $5,055+24.9% | $7,491-15.8% | $5,124+23.2% |