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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 | $47,931 | $33,040+45.1% | $127,144-62.3% | $46,757+2.5% |
| Participation rate | 97.6% | 57.6%+40.0pp | 62.9%+34.7pp | 11.3%+86.3pp |
| Annual return | 12.63% | 10.61%+2.0pp | 9.35%+3.3pp | 10.41%+2.2pp |
| Employer contribution / active EE | $661 | $8,724-92.4% | $25,504-97.4% | $14,691-95.5% |
| Participant deferral / active EE | $1,005 | $552+82.0% | $1,066-5.7% | $58+1627.4% |
| Admin fee / account holder | $2,273 | $1,133+100.6% | $2,049+11.0% | $2,646-14.1% |