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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 | $29,263 | $181,896-83.9% | $156,551-81.3% | $273,972-89.3% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 7.18% | 30.74%-23.6pp | 32.23%-25.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $872 | $6,248-86.0% | $5,501-84.1% | $4,869-82.1% |
| Participant deferral / active EE | $2,738 | $5,550-50.7% | $4,871-43.8% | $5,287-48.2% |
| Admin fee / account holder | $808 | $15,560-94.8% | $13,028-93.8% | $10,133-92.0% |