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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 | $143,969-78.4% | $199,883-84.4% | $82,637-62.3% |
| Participation rate | 77.3% | 84.1%-6.8pp | 86.8%-9.4pp | 68.1%+9.3pp |
| Annual return | 16.31% | 25.67%-9.4pp | 43.81%-27.5pp | 53.51%-37.2pp |
| Employer contribution / active EE | $917 | $4,632-80.2% | $6,261-85.4% | $2,552-64.1% |
| Participant deferral / active EE | $4,342 | $6,937-37.4% | $9,138-52.5% | $4,126+5.2% |
| Admin fee / account holder | $2,569 | $14,597-82.4% | $17,268-85.1% | $7,339-65.0% |