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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 | $18,512 | $79,955-76.8% | $98,461-81.2% | $75,173-75.4% |
| Participation rate | 88.4% | 70.4%+18.0pp | 75.2%+13.2pp | 67.2%+21.2pp |
| Annual return | 16.62% | 19.75%-3.1pp | 21.17%-4.6pp | 160.72%-144.1pp |
| Employer contribution / active EE | $481 | $2,264-78.8% | $3,049-84.2% | $2,671-82.0% |
| Participant deferral / active EE | $1,797 | $3,752-52.1% | $4,738-62.1% | $4,126-56.4% |
| Admin fee / account holder | $632 | $6,841-90.8% | $8,961-92.9% | $5,651-88.8% |