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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 | $27,897 | $199,109-86.0% | $173,730-83.9% | $154,746-82.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 21.21% | 20.02%+1.2pp | 19.96%+1.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $885 | $5,311-83.3% | $4,577-80.7% | $4,379-79.8% |
| Participant deferral / active EE | $7,963 | $7,113+12.0% | $6,326+25.9% | $6,730+18.3% |
| Admin fee / account holder | $455 | $20,916-97.8% | $17,523-97.4% | $14,365-96.8% |