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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 | $28,321 | $146,267-80.6% | $197,124-85.6% | $82,448-65.6% |
| Participation rate | 98.7% | 84.0%+14.7pp | 86.7%+12.0pp | 68.1%+30.6pp |
| Annual return | 19.28% | 29.61%-10.3pp | 44.34%-25.1pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,459 | $4,723-69.1% | $6,227-76.6% | $2,551-42.8% |
| Participant deferral / active EE | $3,221 | $7,035-54.2% | $9,135-64.7% | $4,139-22.2% |
| Admin fee / account holder | $1,675 | $14,422-88.4% | $16,298-89.7% | $7,234-76.8% |