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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 | $32,896 | $227,399-85.5% | $189,758-82.7% | $198,609-83.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 79.8%-8.4pp | 82.4%-10.9pp |
| Annual return | 22.72% | 61.03%-38.3pp | 52.62%-29.9pp | 202.70%-180.0pp |
| Employer contribution / active EE | $1,494 | $5,526-73.0% | $4,767-68.7% | $5,055-70.5% |
| Participant deferral / active EE | $6,047 | $6,837-11.6% | $5,856+3.3% | $6,977-13.3% |
| Admin fee / account holder | $2,147 | $25,162-91.5% | $20,388-89.5% | $19,030-88.7% |