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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 | $94,436-71.5% | $115,599-76.7% | $82,637-67.4% |
| Participation rate | 80.2% | 70.4%+9.8pp | 74.3%+6.0pp | 68.1%+12.2pp |
| Annual return | 30.38% | 18.37%+12.0pp | 111.10%-80.7pp | 53.51%-23.1pp |
| Employer contribution / active EE | $422 | $2,324-81.9% | $2,955-85.7% | $2,552-83.5% |
| Participant deferral / active EE | $3,527 | $3,955-10.8% | $4,889-27.9% | $4,126-14.5% |
| Admin fee / account holder | $968 | $10,328-90.6% | $12,841-92.5% | $7,339-86.8% |