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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 | $26,311 | $80,992-67.5% | $96,534-72.7% | $75,173-65.0% |
| Participation rate | 83.5% | 71.8%+11.8pp | 76.0%+7.6pp | 67.2%+16.3pp |
| Annual return | 20.85% | 27.05%-6.2pp | 25.88%-5.0pp | 160.72%-139.9pp |
| Employer contribution / active EE | $486 | $2,283-78.7% | $2,965-83.6% | $2,671-81.8% |
| Participant deferral / active EE | $2,444 | $3,929-37.8% | $4,851-49.6% | $4,126-40.8% |
| Admin fee / account holder | $2,103 | $6,717-68.7% | $8,253-74.5% | $5,651-62.8% |