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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 | $38,333 | $315,200-87.8% | $238,191-83.9% | $155,188-75.3% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.1%+2.9pp | 80.8%-0.8pp |
| Annual return | 13.42% | 10.25%+3.2pp | 13.02%+0.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $622 | $6,383-90.3% | $5,082-87.8% | $4,248-85.4% |
| Participant deferral / active EE | $3,244 | $8,044-59.7% | $6,726-51.8% | $6,531-50.3% |
| Admin fee / account holder | $4,073 | $48,031-91.5% | $34,582-88.2% | $14,480-71.9% |