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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 | $17,568 | $138,366-87.3% | $184,185-90.5% | $80,911-78.3% |
| Participation rate | 71.8% | 83.9%-12.1pp | 86.8%-15.1pp | 67.6%+4.1pp |
| Annual return | 34.82% | 20.02%+14.8pp | 28.81%+6.0pp | 35.63%-0.8pp |
| Employer contribution / active EE | $1,024 | $4,849-78.9% | $6,426-84.1% | $2,756-62.8% |
| Participant deferral / active EE | $4,577 | $7,074-35.3% | $9,132-49.9% | $4,297+6.5% |
| Admin fee / account holder | $4,086 | $10,484-61.0% | $13,909-70.6% | $6,935-41.1% |