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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 | $20,810 | $149,446-86.1% | $256,809-91.9% | $94,015-77.9% |
| Participation rate | 86.7% | 85.3%+1.4pp | 88.5%-1.9pp | 70.8%+15.8pp |
| Annual return | 19.52% | 17.55%+2.0pp | 32.73%-13.2pp | 17.84%+1.7pp |
| Employer contribution / active EE | $1,218 | $4,596-73.5% | $7,263-83.2% | $2,790-56.4% |
| Participant deferral / active EE | $7,781 | $6,491+19.9% | $9,520-18.3% | $4,249+83.1% |
| Admin fee / account holder | $2,103 | $24,035-91.2% | $25,146-91.6% | $8,951-76.5% |