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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 | $38,964 | $116,462-66.5% | $227,317-82.9% | $116,462-66.5% |
| Participation rate | 89.4% | 74.7%+14.7pp | 83.7%+5.6pp | 74.7%+14.7pp |
| Annual return | 11.91% | 15.65%-3.7pp | -6.47%+18.4pp | 15.65%-3.7pp |
| Employer contribution / active EE | $649 | $3,231-79.9% | $3,845-83.1% | $3,231-79.9% |
| Participant deferral / active EE | $4,765 | $3,836+24.2% | $4,124+15.5% | $3,836+24.2% |
| Admin fee / account holder | $24,425 | $12,754+91.5% | $12,529+94.9% | $12,754+91.5% |