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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 | $34,256 | $123,793-72.3% | $177,840-80.7% | $79,852-57.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 29.79% | 22.82%+7.0pp | 48.32%-18.5pp | 31.72%-1.9pp |
| Employer contribution / active EE | $1,154 | $4,095-71.8% | $5,919-80.5% | $2,471-53.3% |
| Participant deferral / active EE | $3,965 | $5,956-33.4% | $7,714-48.6% | $3,740+6.0% |
| Admin fee / account holder | $2,094 | $7,243-71.1% | $12,431-83.2% | $5,306-60.5% |