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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 | $27,106 | $153,769-82.4% | $133,975-79.8% | $273,972-90.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 21.27% | 36.51%-15.2pp | 29.29%-8.0pp | 41.46%-20.2pp |
| Employer contribution / active EE | $625 | $6,029-89.6% | $5,211-88.0% | $4,869-87.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $436 | $11,765-96.3% | $9,324-95.3% | $10,133-95.7% |