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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 | $16,277 | $81,487-80.0% | $102,412-84.1% | $80,935-79.9% |
| Participation rate | 97.4% | 66.8%+30.5pp | 74.5%+22.9pp | 67.7%+29.7pp |
| Annual return | 13.02% | 25.60%-12.6pp | 24.94%-11.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $636 | $3,103-79.5% | $3,870-83.6% | $2,757-76.9% |
| Participant deferral / active EE | $2,219 | $3,871-42.7% | $5,060-56.1% | $4,299-48.4% |
| Admin fee / account holder | $468 | $6,717-93.0% | $8,388-94.4% | $6,924-93.2% |