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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 | $34,227 | $275,752-87.6% | $256,809-86.7% | $198,609-82.8% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 19.57% | 34.81%-15.2pp | 32.73%-13.2pp | 202.70%-183.1pp |
| Employer contribution / active EE | $1,869 | $7,721-75.8% | $7,263-74.3% | $5,055-63.0% |
| Participant deferral / active EE | $7,435 | $10,037-25.9% | $9,520-21.9% | $6,977+6.6% |
| Admin fee / account holder | $4,591 | $25,716-82.1% | $25,146-81.7% | $19,030-75.9% |