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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 | $28,977 | $223,823-87.1% | $211,142-86.3% | $154,746-81.3% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 21.35% | 50.39%-29.0pp | 46.84%-25.5pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,141 | $6,787-83.2% | $6,442-82.3% | $4,379-73.9% |
| Participant deferral / active EE | $5,822 | $9,750-40.3% | $9,284-37.3% | $6,730-13.5% |
| Admin fee / account holder | $1,740 | $19,707-91.2% | $19,076-90.9% | $14,365-87.9% |