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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 | $20,118 | $128,324-84.3% | $115,507-82.6% | $237,064-91.5% |
| Participation rate | 80.0% | 52.7%+27.3pp | 42.8%+37.2pp | 45.6%+34.4pp |
| Annual return | 25.27% | 3.98%+21.3pp | 4.07%+21.2pp | 4.16%+21.1pp |
| Employer contribution / active EE | $1,952 | $53,200-96.3% | $45,149-95.7% | $42,918-95.5% |
| Participant deferral / active EE | $2,780 | $90+2990.3% | $92+2921.6% | $128+2074.8% |
| Admin fee / account holder | $1,317 | $241,606-99.5% | $203,571-99.4% | $21,465-93.9% |