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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 | $138,366-82.6% | $184,185-86.9% | $80,911-70.2% |
| Participation rate | 70.8% | 83.9%-13.0pp | 86.8%-16.0pp | 67.6%+3.2pp |
| Annual return | 48.41% | 20.02%+28.4pp | 28.81%+19.6pp | 35.63%+12.8pp |
| Employer contribution / active EE | $361 | $4,849-92.6% | $6,426-94.4% | $2,756-86.9% |
| Participant deferral / active EE | $9,730 | $7,074+37.5% | $9,132+6.5% | $4,297+126.4% |
| Admin fee / account holder | $3,668 | $10,484-65.0% | $13,909-73.6% | $6,935-47.1% |