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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 | $35,035 | $109,359-68.0% | $162,185-78.4% | $72,976-52.0% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 21.43% | 25.46%-4.0pp | 115.61%-94.2pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,041 | $3,907-73.4% | $5,613-81.5% | $2,440-57.3% |
| Participant deferral / active EE | $4,063 | $5,481-25.9% | $7,297-44.3% | $3,608+12.6% |
| Admin fee / account holder | $2,334 | $7,972-70.7% | $10,844-78.5% | $5,124-54.4% |