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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 | $19,508 | $106,749-81.7% | $145,433-86.6% | $82,448-76.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.90% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $483 | $3,444-86.0% | $4,554-89.4% | $2,551-81.1% |
| Participant deferral / active EE | $2,817 | $6,519-56.8% | $7,897-64.3% | $4,139-31.9% |
| Admin fee / account holder | $1,306 | $8,390-84.4% | $13,129-90.1% | $7,234-81.9% |