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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 | $42,448 | $275,752-84.6% | $256,809-83.5% | $198,609-78.6% |
| Participation rate | 85.7% | 89.2%-3.5pp | 88.5%-2.8pp | 82.4%+3.3pp |
| Annual return | 21.47% | 34.81%-13.3pp | 32.73%-11.3pp | 202.70%-181.2pp |
| Employer contribution / active EE | $1,896 | $7,721-75.4% | $7,263-73.9% | $5,055-62.5% |
| Participant deferral / active EE | $5,608 | $10,037-44.1% | $9,520-41.1% | $6,977-19.6% |
| Admin fee / account holder | $354 | $25,716-98.6% | $25,146-98.6% | $19,030-98.1% |