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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 | $17,645 | $126,636-86.1% | $312,151-94.3% | $116,462-84.8% |
| Participation rate | 95.3% | 82.6%+12.8pp | 89.1%+6.3pp | 74.7%+20.7pp |
| Annual return | 29.41% | 15.31%+14.1pp | 1.82%+27.6pp | 15.65%+13.8pp |
| Employer contribution / active EE | $1,047 | $3,444-69.6% | $8,031-87.0% | $3,231-67.6% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,370-100.0% | $3,836-100.0% |
| Admin fee / account holder | $671 | $16,098-95.8% | $51,799-98.7% | $12,754-94.7% |