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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 | $56,989 | $38,077+49.7% | $143,222-60.2% | $317,036-82.0% |
| Participation rate | 94.9% | 58.2%+36.6pp | 57.6%+37.3pp | 13.0%+81.9pp |
| Annual return | 15.78% | 8.86%+6.9pp | 8.97%+6.8pp | 13.59%+2.2pp |
| Employer contribution / active EE | $696 | $8,919-92.2% | $37,026-98.1% | $14,592-95.2% |
| Participant deferral / active EE | $924 | $774+19.5% | $1,023-9.6% | $67+1281.2% |
| Admin fee / account holder | $5,778 | $2,716+112.8% | $2,546+127.0% | $29,657-80.5% |