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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 | $20,559 | $78,428-73.8% | $95,960-78.6% | $79,852-74.3% |
| Participation rate | 87.7% | 73.5%+14.2pp | 77.1%+10.6pp | 69.6%+18.0pp |
| Annual return | 11.88% | 19.37%-7.5pp | 91.63%-79.7pp | 31.72%-19.8pp |
| Employer contribution / active EE | $339 | $1,945-82.6% | $2,541-86.6% | $2,471-86.3% |
| Participant deferral / active EE | $1,686 | $3,440-51.0% | $4,167-59.5% | $3,740-54.9% |
| Admin fee / account holder | $6,189 | $5,622+10.1% | $6,797-8.9% | $5,306+16.6% |