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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 | $42,237 | $122,131-65.4% | $732,062-94.2% | $122,131-65.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 79.5%+11.4pp | 75.1%+15.8pp |
| Annual return | 12.36% | 16.17%-3.8pp | -18.86%+31.2pp | 16.17%-3.8pp |
| Employer contribution / active EE | $675 | $3,608-81.3% | $6,259-89.2% | $3,608-81.3% |
| Participant deferral / active EE | $3,903 | $3,892+0.3% | $4,824-19.1% | $3,892+0.3% |
| Admin fee / account holder | $4,574 | $11,586-60.5% | $10,723-57.3% | $11,586-60.5% |