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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 | $18,971 | $138,386-86.3% | $184,260-89.7% | $80,935-76.6% |
| Participation rate | 91.4% | 83.9%+7.5pp | 86.8%+4.5pp | 67.7%+23.7pp |
| Annual return | 22.13% | 20.02%+2.1pp | 28.84%-6.7pp | 35.66%-13.5pp |
| Employer contribution / active EE | $528 | $4,851-89.1% | $6,427-91.8% | $2,757-80.8% |
| Participant deferral / active EE | $3,793 | $7,076-46.4% | $9,133-58.5% | $4,299-11.8% |
| Admin fee / account holder | $1,439 | $10,489-86.3% | $13,898-89.6% | $6,924-79.2% |