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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 | $37,418 | $32,993+13.4% | $110,523-66.1% | $52,729-29.0% |
| Participation rate | 97.6% | 41.3%+56.3pp | 47.6%+50.0pp | 12.6%+85.0pp |
| Annual return | 5.82% | 2.73%+3.1pp | 1.69%+4.1pp | 4.56%+1.3pp |
| Employer contribution / active EE | $818 | $13,500-93.9% | $24,295-96.6% | $15,526-94.7% |
| Participant deferral / active EE | $1,878 | $559+236.0% | $1,031+82.1% | $97+1845.0% |
| Admin fee / account holder | $4,132 | $2,215+86.6% | $1,392+196.9% | $1,711+141.5% |