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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 | $30,130 | $125,797-76.0% | $170,028-82.3% | $75,181-59.9% |
| Participation rate | 82.9% | 83.6%-0.7pp | 87.0%-4.1pp | 67.2%+15.7pp |
| Annual return | 19.80% | 27.20%-7.4pp | 53.39%-33.6pp | 160.69%-140.9pp |
| Employer contribution / active EE | $1,275 | $4,616-72.4% | $6,788-81.2% | $2,671-52.3% |
| Participant deferral / active EE | $3,286 | $6,838-51.9% | $10,409-68.4% | $4,126-20.4% |
| Admin fee / account holder | $2,582 | $8,177-68.4% | $12,820-79.9% | $5,650-54.3% |