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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 | $45,680 | $275,752-83.4% | $256,809-82.2% | $198,609-77.0% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 6.12% | 34.81%-28.7pp | 32.73%-26.6pp | 202.70%-196.6pp |
| Employer contribution / active EE | $125 | $7,721-98.4% | $7,263-98.3% | $5,055-97.5% |
| Participant deferral / active EE | $5,193 | $10,037-48.3% | $9,520-45.5% | $6,977-25.6% |
| Admin fee / account holder | $1,365 | $25,716-94.7% | $25,146-94.6% | $19,030-92.8% |