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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 | $38,363 | $349,454-89.0% | $250,061-84.7% | $330,599-88.4% |
| Participation rate | 100.0% | 46.9%+53.1pp | 46.0%+54.0pp | 43.7%+56.3pp |
| Annual return | 14.91% | 7.41%+7.5pp | 7.82%+7.1pp | 13.05%+1.9pp |
| Employer contribution / active EE | $1,605 | $40,226-96.0% | $31,823-95.0% | $37,664-95.7% |
| Participant deferral / active EE | $2,959 | $170+1638.4% | $365+710.2% | $48+6096.0% |
| Admin fee / account holder | $3,952 | $31,499-87.5% | $18,503-78.6% | $31,365-87.4% |