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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 | $31,908 | $180,028-82.3% | $138,135-76.9% | $158,966-79.9% |
| Participation rate | 70.0% | 82.2%-12.2pp | 78.7%-8.7pp | 82.0%-12.0pp |
| Annual return | 11.72% | 21.68%-10.0pp | 20.51%-8.8pp | 302.95%-291.2pp |
| Employer contribution / active EE | $527 | $7,470-92.9% | $5,587-90.6% | $4,762-88.9% |
| Participant deferral / active EE | $2,357 | $7,717-69.5% | $6,431-63.3% | $5,983-60.6% |
| Admin fee / account holder | $7,213 | $17,912-59.7% | $11,856-39.2% | $11,250-35.9% |