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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 | $26,917 | $94,031-71.4% | $115,768-76.7% | $82,448-67.4% |
| Participation rate | 80.2% | 70.4%+9.8pp | 74.4%+5.9pp | 68.1%+12.2pp |
| Annual return | 30.38% | 20.61%+9.8pp | 100.46%-70.1pp | 41.64%-11.3pp |
| Employer contribution / active EE | $422 | $2,323-81.9% | $2,940-85.7% | $2,551-83.5% |
| Participant deferral / active EE | $3,527 | $3,972-11.2% | $4,917-28.3% | $4,139-14.8% |
| Admin fee / account holder | $968 | $10,249-90.6% | $12,439-92.2% | $7,234-86.6% |