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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 | $18,372 | $95,453-80.8% | $112,040-83.6% | $82,448-77.7% |
| Participation rate | 86.1% | 72.8%+13.4pp | 76.5%+9.6pp | 68.1%+18.0pp |
| Annual return | 14.14% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $396 | $2,318-82.9% | $2,954-86.6% | $2,551-84.5% |
| Participant deferral / active EE | $2,422 | $4,224-42.7% | $5,098-52.5% | $4,139-41.5% |
| Admin fee / account holder | $1,826 | $9,013-79.7% | $12,098-84.9% | $7,234-74.8% |