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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 | $27,182 | $78,707-65.5% | $117,861-76.9% | $70,126-61.2% |
| Participation rate | 71.9% | 73.2%-1.3pp | 79.7%-7.8pp | 69.5%+2.3pp |
| Annual return | 16.23% | 23.30%-7.1pp | 335.11%-318.9pp | 73.15%-56.9pp |
| Employer contribution / active EE | $415 | $2,223-81.3% | $3,786-89.0% | $2,343-82.3% |
| Participant deferral / active EE | $2,131 | $3,297-35.4% | $4,482-52.5% | $3,332-36.0% |
| Admin fee / account holder | $383 | $5,066-92.4% | $8,021-95.2% | $4,645-91.8% |