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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 | $143,969-80.3% | $199,883-85.8% | $82,637-65.7% |
| Participation rate | 98.7% | 84.1%+14.5pp | 86.8%+11.9pp | 68.1%+30.6pp |
| Annual return | 19.28% | 25.67%-6.4pp | 43.81%-24.5pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,459 | $4,632-68.5% | $6,261-76.7% | $2,552-42.8% |
| Participant deferral / active EE | $3,221 | $6,937-53.6% | $9,138-64.8% | $4,126-21.9% |
| Admin fee / account holder | $1,675 | $14,597-88.5% | $17,268-90.3% | $7,339-77.2% |