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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 | $23,395 | $138,386-83.1% | $184,260-87.3% | $80,935-71.1% |
| Participation rate | 96.4% | 83.9%+12.5pp | 86.8%+9.6pp | 67.7%+28.8pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.84%-28.8pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,473 | $4,851-69.6% | $6,427-77.1% | $2,757-46.6% |
| Participant deferral / active EE | $3,312 | $7,076-53.2% | $9,133-63.7% | $4,299-23.0% |
| Admin fee / account holder | $612 | $10,489-94.2% | $13,898-95.6% | $6,924-91.2% |