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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 | $12,660 | $369,662-96.6% | $366,691-96.5% | $430,769-97.1% |
| Participation rate | 100.0% | 91.0%+9.0pp | 89.1%+10.9pp | 90.6%+9.4pp |
| Annual return | 0.90% | 4.14%-3.2pp | 4.33%-3.4pp | 10.77%-9.9pp |
| Employer contribution / active EE | $2,331 | $20,741-88.8% | $20,650-88.7% | $26,022-91.0% |
| Participant deferral / active EE | $3,512 | $11,019-68.1% | $10,692-67.2% | $6,968-49.6% |
| Admin fee / account holder | $474 | $28,289-98.3% | $27,257-98.3% | $18,309-97.4% |