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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 | $24,090 | $138,386-82.6% | $184,260-86.9% | $80,935-70.2% |
| Participation rate | 70.8% | 83.9%-13.1pp | 86.8%-16.0pp | 67.7%+3.2pp |
| Annual return | 48.41% | 20.02%+28.4pp | 28.84%+19.6pp | 35.66%+12.7pp |
| Employer contribution / active EE | $361 | $4,851-92.6% | $6,427-94.4% | $2,757-86.9% |
| Participant deferral / active EE | $9,730 | $7,076+37.5% | $9,133+6.5% | $4,299+126.3% |
| Admin fee / account holder | $3,668 | $10,489-65.0% | $13,898-73.6% | $6,924-47.0% |