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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 | $114,712-78.7% | $173,730-85.9% | $87,485-72.1% |
| Participation rate | 96.8% | 73.0%+23.8pp | 79.6%+17.2pp | 68.9%+27.8pp |
| Annual return | 16.88% | 20.18%-3.3pp | 19.96%-3.1pp | 26.06%-9.2pp |
| Employer contribution / active EE | $195 | $2,904-93.3% | $4,577-95.7% | $2,596-92.5% |
| Participant deferral / active EE | $7,912 | $4,642+70.5% | $6,326+25.1% | $4,274+85.1% |
| Admin fee / account holder | $4,467 | $10,210-56.2% | $17,523-74.5% | $7,775-42.5% |