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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 | $40,035 | $306,023-86.9% | $306,023-86.9% | $309,303-87.1% |
| Participation rate | 100.0% | 99.6%+0.4pp | 99.6%+0.4pp | 96.2%+3.8pp |
| Annual return | 24.73% | 10.35%+14.4pp | 10.51%+14.2pp | 6.50%+18.2pp |
| Employer contribution / active EE | $2,620 | $33,877-92.3% | $34,401-92.4% | $25,613-89.8% |
| Participant deferral / active EE | $12,042 | $8,201+46.8% | $7,898+52.5% | $6,481+85.8% |
| Admin fee / account holder | $1,076 | $17,975-94.0% | $17,975-94.0% | $31,748-96.6% |