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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 | $48,703 | $128,603-62.1% | $197,124-75.3% | $67,986-28.4% |
| Participation rate | 74.0% | 81.7%-7.7pp | 86.7%-12.7pp | 57.2%+16.8pp |
| Annual return | 19.24% | 23.77%-4.5pp | 44.34%-25.1pp | 31.67%-12.4pp |
| Employer contribution / active EE | $1,283 | $4,379-70.7% | $6,227-79.4% | $2,019-36.4% |
| Participant deferral / active EE | $4,181 | $6,840-38.9% | $9,135-54.2% | $3,358+24.5% |
| Admin fee / account holder | $2,393 | $3,035-21.2% | $16,298-85.3% | $3,203-25.3% |