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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 | $37,959 | $146,267-74.0% | $197,124-80.7% | $82,448-54.0% |
| Participation rate | 75.8% | 84.0%-8.2pp | 86.7%-10.9pp | 68.1%+7.7pp |
| Annual return | 18.99% | 29.61%-10.6pp | 44.34%-25.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $580 | $4,723-87.7% | $6,227-90.7% | $2,551-77.3% |
| Participant deferral / active EE | $4,865 | $7,035-30.8% | $9,135-46.7% | $4,139+17.5% |
| Admin fee / account holder | $1,596 | $14,422-88.9% | $16,298-90.2% | $7,234-77.9% |