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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 | $31,157 | $145,431-78.6% | $211,142-85.2% | $87,485-64.4% |
| Participation rate | 77.3% | 84.7%-7.4pp | 87.3%-10.0pp | 68.9%+8.4pp |
| Annual return | 16.31% | 27.21%-10.9pp | 46.84%-30.5pp | 26.06%-9.8pp |
| Employer contribution / active EE | $917 | $4,662-80.3% | $6,442-85.8% | $2,596-64.7% |
| Participant deferral / active EE | $4,342 | $6,859-36.7% | $9,284-53.2% | $4,274+1.6% |
| Admin fee / account holder | $2,569 | $17,052-84.9% | $19,076-86.5% | $7,775-67.0% |