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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 | $183,159 | $656,253-72.1% | $632,405-71.0% | $484,799-62.2% |
| Participation rate | 92.9% | 90.8%+2.0pp | 89.5%+3.4pp | 91.1%+1.8pp |
| Annual return | 12.24% | 2.20%+10.0pp | 2.81%+9.4pp | 5.95%+6.3pp |
| Employer contribution / active EE | $5,129 | $32,826-84.4% | $32,215-84.1% | $27,493-81.3% |
| Participant deferral / active EE | $4,308 | $3,319+29.8% | $3,300+30.5% | $6,572-34.5% |
| Admin fee / account holder | $567 | $16,461-96.6% | $30,649-98.1% | $18,209-96.9% |