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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 | $22,382 | $80,992-72.4% | $96,534-76.8% | $75,173-70.2% |
| Participation rate | 88.2% | 71.8%+16.4pp | 76.0%+12.3pp | 67.2%+21.0pp |
| Annual return | 13.77% | 27.05%-13.3pp | 25.88%-12.1pp | 160.72%-147.0pp |
| Employer contribution / active EE | $560 | $2,283-75.5% | $2,965-81.1% | $2,671-79.0% |
| Participant deferral / active EE | $2,720 | $3,929-30.8% | $4,851-43.9% | $4,126-34.1% |
| Admin fee / account holder | $461 | $6,717-93.1% | $8,253-94.4% | $5,651-91.8% |