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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 | $14,973 | $321,431-95.3% | $308,850-95.2% | $248,183-94.0% |
| Participation rate | 100.0% | 52.9%+47.1pp | 48.5%+51.5pp | 45.9%+54.1pp |
| Annual return | 15.32% | 14.95%+0.4pp | 14.41%+0.9pp | 10.21%+5.1pp |
| Employer contribution / active EE | $2,869 | $48,159-94.0% | $45,283-93.7% | $42,272-93.2% |
| Participant deferral / active EE | $5,625 | $124+4422.8% | $125+4396.0% | $121+4560.3% |
| Admin fee / account holder | $456 | $8,071-94.4% | $9,941-95.4% | $13,518-96.6% |