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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 | $24,207 | $98,760-75.5% | $149,715-83.8% | $79,858-69.7% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.5%+7.4pp | 69.6%+20.3pp |
| Annual return | 13.62% | 27.43%-13.8pp | 276.66%-263.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $281 | $3,217-91.3% | $4,645-94.0% | $2,471-88.6% |
| Participant deferral / active EE | $3,171 | $5,681-44.2% | $6,842-53.7% | $3,740-15.2% |
| Admin fee / account holder | $1,400 | $6,053-76.9% | $9,310-85.0% | $5,306-73.6% |