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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 | $23,986 | $177,156-86.5% | $147,027-83.7% | $154,746-84.5% |
| Participation rate | 85.7% | 79.4%+6.4pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 17.98% | 21.94%-4.0pp | 20.23%-2.3pp | 172.34%-154.4pp |
| Employer contribution / active EE | $646 | $4,336-85.1% | $3,626-82.2% | $4,379-85.3% |
| Participant deferral / active EE | $3,847 | $5,797-33.6% | $4,933-22.0% | $6,730-42.8% |
| Admin fee / account holder | $1,056 | $14,904-92.9% | $12,223-91.4% | $14,365-92.6% |