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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 | $28,717 | $227,399-87.4% | $189,758-84.9% | $198,609-85.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 20.75% | 61.03%-40.3pp | 52.62%-31.9pp | 202.70%-182.0pp |
| Employer contribution / active EE | $1,450 | $5,526-73.8% | $4,767-69.6% | $5,055-71.3% |
| Participant deferral / active EE | $6,210 | $6,837-9.2% | $5,856+6.0% | $6,977-11.0% |
| Admin fee / account holder | $3,516 | $25,162-86.0% | $20,388-82.8% | $19,030-81.5% |