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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 | $24,436 | $123,478-80.2% | $216,567-88.7% | $94,015-74.0% |
| Participation rate | 96.8% | 75.1%+21.7pp | 81.6%+15.1pp | 70.8%+26.0pp |
| Annual return | 16.88% | 23.61%-6.7pp | 12.94%+3.9pp | 17.84%-1.0pp |
| Employer contribution / active EE | $195 | $3,136-93.8% | $5,216-96.3% | $2,790-93.0% |
| Participant deferral / active EE | $7,912 | $4,556+73.7% | $6,191+27.8% | $4,249+86.2% |
| Admin fee / account holder | $4,467 | $12,753-65.0% | $21,981-79.7% | $8,951-50.1% |