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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 | $14,471 | $199,109-92.7% | $173,730-91.7% | $154,746-90.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 22.71% | 20.02%+2.7pp | 19.96%+2.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $864 | $5,311-83.7% | $4,577-81.1% | $4,379-80.3% |
| Participant deferral / active EE | $2,913 | $7,113-59.0% | $6,326-54.0% | $6,730-56.7% |
| Admin fee / account holder | $563 | $20,916-97.3% | $17,523-96.8% | $14,365-96.1% |