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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 | $136,419 | $157,324-13.3% | $151,098-9.7% | $286,788-52.4% |
| Participation rate | 100.0% | 20.8%+79.2pp | 16.3%+83.7pp | 37.6%+62.4pp |
| Annual return | 18.96% | 10.67%+8.3pp | 11.31%+7.6pp | 9.30%+9.7pp |
| Employer contribution / active EE | $3,167 | $42,039-92.5% | $35,729-91.1% | $43,748-92.8% |
| Participant deferral / active EE | $0 | $141-100.0% | $237-100.0% | $83-100.0% |
| Admin fee / account holder | $9,414 | $21,624-56.5% | $20,124-53.2% | $12,596-25.3% |