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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 | $28,311 | $110,137-74.3% | $161,149-82.4% | $82,637-65.7% |
| Participation rate | 83.3% | 72.4%+11.0pp | 78.8%+4.5pp | 68.1%+15.3pp |
| Annual return | 12.33% | 20.69%-8.4pp | 21.16%-8.8pp | 53.51%-41.2pp |
| Employer contribution / active EE | $508 | $2,856-82.2% | $4,360-88.3% | $2,552-80.1% |
| Participant deferral / active EE | $2,494 | $4,575-45.5% | $6,153-59.5% | $4,126-39.5% |
| Admin fee / account holder | $919 | $9,467-90.3% | $15,194-94.0% | $7,339-87.5% |