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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 | $24,492 | $534,210-95.4% | $101,312-75.8% | $534,210-95.4% |
| Participation rate | 100.0% | 89.6%+10.4pp | 92.0%+8.0pp | 89.6%+10.4pp |
| Annual return | 24.95% | 10.40%+14.5pp | 17.89%+7.1pp | 10.40%+14.5pp |
| Employer contribution / active EE | $2,524 | $19,440-87.0% | $5,646-55.3% | $19,440-87.0% |
| Participant deferral / active EE | $2,527 | $11,136-77.3% | $1,996+26.6% | $11,136-77.3% |
| Admin fee / account holder | $684 | $14,821-95.4% | $1,495-54.3% | $14,821-95.4% |