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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 | $19,477 | $259,158-92.5% | $74,311-73.8% | $259,158-92.5% |
| Participation rate | 100.0% | 95.8%+4.2pp | 87.6%+12.4pp | 95.8%+4.2pp |
| Annual return | 10.70% | 5.38%+5.3pp | 4.31%+6.4pp | 5.38%+5.3pp |
| Employer contribution / active EE | $1,636 | $22,268-92.7% | $2,395-31.7% | $22,268-92.7% |
| Participant deferral / active EE | $2,243 | $4,649-51.7% | $2,375-5.5% | $4,649-51.7% |
| Admin fee / account holder | $6,281 | $9,035-30.5% | $1,545+306.6% | $9,035-30.5% |