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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 | $37,076 | $125,797-70.5% | $170,043-78.2% | $75,173-50.7% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.0%+1.6pp | 67.2%+21.4pp |
| Annual return | 18.37% | 27.20%-8.8pp | 53.40%-35.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $1,246 | $4,616-73.0% | $6,790-81.7% | $2,671-53.4% |
| Participant deferral / active EE | $5,004 | $6,838-26.8% | $10,410-51.9% | $4,126+21.3% |
| Admin fee / account holder | $693 | $8,177-91.5% | $12,824-94.6% | $5,651-87.7% |