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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 | $31,219 | $554,306-94.4% | $112,164-72.2% | $554,306-94.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 98.4%+1.6pp | 84.6%+15.4pp |
| Annual return | 12.27% | 10.47%+1.8pp | 8.76%+3.5pp | 10.47%+1.8pp |
| Employer contribution / active EE | $1,495 | $25,289-94.1% | $4,033-62.9% | $25,289-94.1% |
| Participant deferral / active EE | $2,971 | $3,690-19.5% | $4,286-30.7% | $3,690-19.5% |
| Admin fee / account holder | $1,919 | $49,540-96.1% | $2,450-21.7% | $49,540-96.1% |