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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 | $14,599 | $83,485-82.5% | $125,195-88.3% | $72,976-80.0% |
| Participation rate | 85.4% | 73.3%+12.1pp | 79.8%+5.6pp | 69.5%+15.9pp |
| Annual return | 19.07% | 25.77%-6.7pp | 43.79%-24.7pp | 81.02%-61.9pp |
| Employer contribution / active EE | $401 | $2,346-82.9% | $3,866-89.6% | $2,440-83.6% |
| Participant deferral / active EE | $4,459 | $3,586+24.3% | $4,937-9.7% | $3,608+23.6% |
| Admin fee / account holder | $1,655 | $5,518-70.0% | $9,704-82.9% | $5,124-67.7% |