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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 | $35,694 | $457,257-92.2% | $460,228-92.2% | $405,731-91.2% |
| Participation rate | 100.0% | 95.3%+4.7pp | 95.1%+4.9pp | 91.9%+8.1pp |
| Annual return | 2.05% | -3.33%+5.4pp | -2.98%+5.0pp | 4.30%-2.2pp |
| Employer contribution / active EE | $2,542 | $29,788-91.5% | $29,339-91.3% | $26,636-90.5% |
| Participant deferral / active EE | $1,926 | $3,623-46.8% | $3,580-46.2% | $5,788-66.7% |
| Admin fee / account holder | $2,420 | $3,869-37.5% | $4,523-46.5% | $12,997-81.4% |