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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 | $10,696 | $254,759-95.8% | $216,567-95.1% | $198,609-94.6% |
| Participation rate | 84.6% | 84.5%+0.1pp | 81.6%+3.0pp | 82.4%+2.2pp |
| Annual return | 19.02% | 10.04%+9.0pp | 12.94%+6.1pp | 202.70%-183.7pp |
| Employer contribution / active EE | $1,229 | $6,096-79.8% | $5,216-76.4% | $5,055-75.7% |
| Participant deferral / active EE | $2,665 | $6,948-61.6% | $6,191-56.9% | $6,977-61.8% |
| Admin fee / account holder | $894 | $26,311-96.6% | $21,981-95.9% | $19,030-95.3% |