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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 | $28,744 | $405,731-92.9% | $160,718-82.1% | $405,731-92.9% |
| Participation rate | 100.0% | 91.9%+8.1pp | 95.2%+4.8pp | 91.9%+8.1pp |
| Annual return | 5.46% | 4.30%+1.2pp | 0.09%+5.4pp | 4.30%+1.2pp |
| Employer contribution / active EE | $902 | $26,636-96.6% | $7,539-88.0% | $26,636-96.6% |
| Participant deferral / active EE | $5,073 | $5,788-12.3% | $7,151-29.1% | $5,788-12.3% |
| Admin fee / account holder | $7,404 | $12,997-43.0% | $5,593+32.4% | $12,997-43.0% |