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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 | $29,119 | $153,769-81.1% | $133,975-78.3% | $273,972-89.4% |
| Participation rate | 76.9% | 88.4%-11.4pp | 87.1%-10.1pp | 83.0%-6.1pp |
| Annual return | 4.66% | 36.51%-31.8pp | 29.29%-24.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $499 | $6,029-91.7% | $5,211-90.4% | $4,869-89.8% |
| Participant deferral / active EE | $2,857 | $6,958-58.9% | $6,282-54.5% | $5,287-46.0% |
| Admin fee / account holder | $7,824 | $11,765-33.5% | $9,324-16.1% | $10,133-22.8% |