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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 | $61,094 | $126,636-51.8% | $312,151-80.4% | $116,462-47.5% |
| Participation rate | 89.3% | 82.6%+6.7pp | 89.1%+0.2pp | 74.7%+14.6pp |
| Annual return | 17.50% | 15.31%+2.2pp | 1.82%+15.7pp | 15.65%+1.8pp |
| Employer contribution / active EE | $808 | $3,444-76.5% | $8,031-89.9% | $3,231-75.0% |
| Participant deferral / active EE | $3,902 | $4,369-10.7% | $5,370-27.3% | $3,836+1.7% |
| Admin fee / account holder | $3,473 | $16,098-78.4% | $51,799-93.3% | $12,754-72.8% |