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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 | $40,625 | $138,393-70.6% | $184,256-78.0% | $80,959-49.8% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.7%+28.3pp |
| Annual return | 14.76% | 20.01%-5.3pp | 28.85%-14.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $533 | $4,847-89.0% | $6,427-91.7% | $2,757-80.7% |
| Participant deferral / active EE | $5,362 | $7,076-24.2% | $9,133-41.3% | $4,300+24.7% |
| Admin fee / account holder | $42,609 | $10,489+306.2% | $13,899+206.6% | $6,925+515.3% |