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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 | $27,925 | $138,393-79.8% | $184,256-84.8% | $80,959-65.5% |
| Participation rate | 89.8% | 83.9%+5.9pp | 86.8%+3.0pp | 67.7%+22.2pp |
| Annual return | 14.51% | 20.01%-5.5pp | 28.85%-14.3pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,027 | $4,847-78.8% | $6,427-84.0% | $2,757-62.8% |
| Participant deferral / active EE | $3,791 | $7,076-46.4% | $9,133-58.5% | $4,300-11.9% |
| Admin fee / account holder | $12,326 | $10,489+17.5% | $13,899-11.3% | $6,925+78.0% |