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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 | $227,239 | $268,458-15.4% | $264,156-14.0% | $237,064-4.1% |
| Participation rate | 100.0% | 50.9%+49.1pp | 45.6%+54.4pp | 45.6%+54.4pp |
| Annual return | 10.72% | 4.72%+6.0pp | 4.74%+6.0pp | 4.16%+6.6pp |
| Employer contribution / active EE | $7,056 | $48,881-85.6% | $46,220-84.7% | $42,918-83.6% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $6,980 | $12,218-42.9% | $12,050-42.1% | $21,465-67.5% |