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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 | $20,955 | $82,028-74.5% | $123,105-83.0% | $59,633-64.9% |
| Participation rate | 89.1% | 83.2%+5.9pp | 86.8%+2.3pp | 68.7%+20.4pp |
| Annual return | 0.76% | 5.12%-4.4pp | 13.22%-12.5pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $861 | $3,297-73.9% | $5,151-83.3% | $2,203-60.9% |
| Participant deferral / active EE | $2,229 | $4,667-52.2% | $6,229-64.2% | $3,192-30.2% |
| Admin fee / account holder | $757 | $5,879-87.1% | $9,014-91.6% | $4,297-82.4% |