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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 | $138,386-87.3% | $184,260-90.5% | $80,935-78.3% |
| Participation rate | 71.8% | 83.9%-12.1pp | 86.8%-15.1pp | 67.7%+4.1pp |
| Annual return | 34.82% | 20.02%+14.8pp | 28.84%+6.0pp | 35.66%-0.8pp |
| Employer contribution / active EE | $1,024 | $4,851-78.9% | $6,427-84.1% | $2,757-62.9% |
| Participant deferral / active EE | $4,577 | $7,076-35.3% | $9,133-49.9% | $4,299+6.5% |
| Admin fee / account holder | $4,086 | $10,489-61.0% | $13,898-70.6% | $6,924-41.0% |