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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 | $40,239 | $138,393-70.9% | $184,256-78.2% | $80,959-50.3% |
| Participation rate | 72.0% | 83.9%-11.9pp | 86.8%-14.8pp | 67.7%+4.4pp |
| Annual return | 28.01% | 20.01%+8.0pp | 28.85%-0.8pp | 35.67%-7.7pp |
| Employer contribution / active EE | $1,330 | $4,847-72.6% | $6,427-79.3% | $2,757-51.8% |
| Participant deferral / active EE | $4,158 | $7,076-41.2% | $9,133-54.5% | $4,300-3.3% |
| Admin fee / account holder | $1,542 | $10,489-85.3% | $13,899-88.9% | $6,925-77.7% |