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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 | $102,813 | $545,454-81.2% | $534,296-80.8% | $430,769-76.1% |
| Participation rate | 100.0% | 94.8%+5.2pp | 92.1%+7.9pp | 90.6%+9.4pp |
| Annual return | 9.89% | -0.06%+9.9pp | 0.02%+9.9pp | 10.77%-0.9pp |
| Employer contribution / active EE | $7,810 | $34,675-77.5% | $34,080-77.1% | $26,022-70.0% |
| Participant deferral / active EE | $11,412 | $3,733+205.7% | $3,667+211.2% | $6,968+63.8% |
| Admin fee / account holder | $12,284 | $11,320+8.5% | $11,850+3.7% | $18,309-32.9% |