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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 | $29,531 | $146,267-79.8% | $197,124-85.0% | $82,448-64.2% |
| Participation rate | 70.6% | 84.0%-13.4pp | 86.7%-16.1pp | 68.1%+2.5pp |
| Annual return | 15.50% | 29.61%-14.1pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,372 | $4,723-71.0% | $6,227-78.0% | $2,551-46.2% |
| Participant deferral / active EE | $5,867 | $7,035-16.6% | $9,135-35.8% | $4,139+41.7% |
| Admin fee / account holder | $9,907 | $14,422-31.3% | $16,298-39.2% | $7,234+36.9% |