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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 | $53,075 | $33,040+60.6% | $127,144-58.3% | $46,757+13.5% |
| Participation rate | 100.0% | 57.6%+42.4pp | 62.9%+37.1pp | 11.3%+88.7pp |
| Annual return | 10.70% | 10.61%+0.1pp | 9.35%+1.3pp | 10.41%+0.3pp |
| Employer contribution / active EE | $954 | $8,724-89.1% | $25,504-96.3% | $14,691-93.5% |
| Participant deferral / active EE | $1,549 | $552+180.5% | $1,066+45.3% | $58+2562.4% |
| Admin fee / account holder | $1,733 | $1,133+53.0% | $2,049-15.4% | $2,646-34.5% |