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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 | $51,460 | $202,366-74.6% | $143,222-64.1% | $254,542-79.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 57.6%+42.4pp | 47.3%+52.7pp |
| Annual return | 15.70% | 8.49%+7.2pp | 8.97%+6.7pp | 12.16%+3.5pp |
| Employer contribution / active EE | $5,324 | $52,714-89.9% | $37,026-85.6% | $44,747-88.1% |
| Participant deferral / active EE | $285 | $981-71.0% | $1,023-72.2% | $170+67.2% |
| Admin fee / account holder | $658 | $2,444-73.1% | $2,546-74.2% | $17,640-96.3% |