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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 | $145,431-79.7% | $211,142-86.0% | $87,485-66.2% |
| Participation rate | 70.6% | 84.7%-14.2pp | 87.3%-16.7pp | 68.9%+1.7pp |
| Annual return | 15.50% | 27.21%-11.7pp | 46.84%-31.3pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,372 | $4,662-70.6% | $6,442-78.7% | $2,596-47.2% |
| Participant deferral / active EE | $5,867 | $6,859-14.5% | $9,284-36.8% | $4,274+37.3% |
| Admin fee / account holder | $9,907 | $17,052-41.9% | $19,076-48.1% | $7,775+27.4% |