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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 | $36,387 | $254,759-85.7% | $216,567-83.2% | $198,609-81.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.16% | 10.04%+2.1pp | 12.94%-0.8pp | 202.70%-190.5pp |
| Employer contribution / active EE | $962 | $6,096-84.2% | $5,216-81.6% | $5,055-81.0% |
| Participant deferral / active EE | $9,057 | $6,948+30.4% | $6,191+46.3% | $6,977+29.8% |
| Admin fee / account holder | $5,005 | $26,311-81.0% | $21,981-77.2% | $19,030-73.7% |