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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 | $29,668 | $167,415-82.3% | $140,514-78.9% | $198,609-85.1% |
| Participation rate | 81.8% | 80.9%+0.9pp | 77.8%+4.0pp | 82.4%-0.6pp |
| Annual return | 5.36% | 13.85%-8.5pp | 14.36%-9.0pp | 202.70%-197.3pp |
| Employer contribution / active EE | $1,000 | $4,088-75.5% | $3,378-70.4% | $5,055-80.2% |
| Participant deferral / active EE | $3,520 | $5,579-36.9% | $4,919-28.4% | $6,977-49.5% |
| Admin fee / account holder | $58,717 | $16,730+251.0% | $13,697+328.7% | $19,030+208.5% |