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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 | $20,749 | $77,472-73.2% | $100,415-79.3% | $80,959-74.4% |
| Participation rate | 89.2% | 76.9%+12.2pp | 81.5%+7.7pp | 67.7%+21.5pp |
| Annual return | 29.22% | 37.26%-8.0pp | 49.47%-20.3pp | 35.67%-6.5pp |
| Employer contribution / active EE | $23 | $2,800-99.2% | $3,943-99.4% | $2,757-99.2% |
| Participant deferral / active EE | $12,879 | $6,818+88.9% | $8,091+59.2% | $4,300+199.5% |
| Admin fee / account holder | $3,245 | $5,885-44.9% | $7,906-59.0% | $6,925-53.1% |