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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 | $12,242 | $106,749-88.5% | $145,433-91.6% | $82,448-85.2% |
| Participation rate | 94.0% | 75.6%+18.4pp | 82.1%+11.9pp | 68.1%+25.9pp |
| Annual return | 27.71% | 27.59%+0.1pp | 66.58%-38.9pp | 41.64%-13.9pp |
| Employer contribution / active EE | $594 | $3,444-82.8% | $4,554-87.0% | $2,551-76.7% |
| Participant deferral / active EE | $3,324 | $6,519-49.0% | $7,897-57.9% | $4,139-19.7% |
| Admin fee / account holder | $895 | $8,390-89.3% | $13,129-93.2% | $7,234-87.6% |