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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 | $61,627 | $821,658-92.5% | $740,967-91.7% | $382,429-83.9% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 1.70% | 11.77%-10.1pp | 11.85%-10.1pp | 248.85%-247.1pp |
| Employer contribution / active EE | $6,939 | $11,052-37.2% | $10,506-34.0% | $8,036-13.6% |
| Participant deferral / active EE | $0 | $6,303-100.0% | $6,284-100.0% | $5,727-100.0% |
| Admin fee / account holder | $2,904 | $85,347-96.6% | $75,689-96.2% | $30,732-90.6% |