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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 | $43,270 | $587,889-92.6% | $46,211-6.4% | $587,889-92.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 90.4%+9.6pp | 87.9%+12.1pp |
| Annual return | 28.26% | 19.70%+8.6pp | -5.48%+33.7pp | 19.70%+8.6pp |
| Employer contribution / active EE | $3,246 | $21,263-84.7% | $2,793+16.2% | $21,263-84.7% |
| Participant deferral / active EE | $3,246 | $8,361-61.2% | $2,222+46.0% | $8,361-61.2% |
| Admin fee / account holder | $918 | $49,457-98.1% | $1,139-19.4% | $49,457-98.1% |