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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 | $92,928 | $240,976-61.4% | $202,277-54.1% | $286,788-67.6% |
| Participation rate | 100.0% | 29.4%+70.6pp | 30.0%+70.0pp | 37.6%+62.4pp |
| Annual return | 13.80% | 8.32%+5.5pp | 8.88%+4.9pp | 9.30%+4.5pp |
| Employer contribution / active EE | $3,146 | $47,428-93.4% | $42,607-92.6% | $43,748-92.8% |
| Participant deferral / active EE | $13,090 | $46+28131.9% | $94+13775.6% | $83+15706.2% |
| Admin fee / account holder | $996 | $2,086-52.3% | $2,086-52.3% | $12,596-92.1% |