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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 | $26,127 | $100,194-73.9% | $122,979-78.8% | $86,983-70.0% |
| Participation rate | 87.7% | 73.0%+14.8pp | 77.2%+10.5pp | 69.5%+18.2pp |
| Annual return | 24.46% | 16.47%+8.0pp | 20.12%+4.3pp | 25.83%-1.4pp |
| Employer contribution / active EE | $7 | $2,326-99.7% | $3,062-99.8% | $2,584-99.7% |
| Participant deferral / active EE | $11,157 | $4,133+169.9% | $5,003+123.0% | $4,194+166.0% |
| Admin fee / account holder | $2,327 | $10,148-77.1% | $12,864-81.9% | $7,856-70.4% |