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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 | $58,993 | $821,658-92.8% | $740,967-92.0% | $382,429-84.6% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 3.20% | 11.77%-8.6pp | 11.85%-8.6pp | 248.85%-245.6pp |
| Employer contribution / active EE | $11,400 | $11,052+3.1% | $10,506+8.5% | $8,036+41.9% |
| Participant deferral / active EE | $0 | $6,303-100.0% | $6,284-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,875 | $85,347-97.8% | $75,689-97.5% | $30,732-93.9% |