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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 | $13,623 | $268,458-94.9% | $264,156-94.8% | $237,064-94.3% |
| Participation rate | 100.0% | 50.9%+49.1pp | 45.6%+54.4pp | 45.6%+54.4pp |
| Annual return | 7.31% | 4.72%+2.6pp | 4.74%+2.6pp | 4.16%+3.2pp |
| Employer contribution / active EE | $2,069 | $48,881-95.8% | $46,220-95.5% | $42,916-95.2% |
| Participant deferral / active EE | $1,947 | $242+705.2% | $248+686.2% | $128+1423.0% |
| Admin fee / account holder | $439 | $12,218-96.4% | $12,050-96.4% | $21,465-98.0% |