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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 | $213,785-87.0% | $185,441-85.0% | $155,188-82.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 21.21% | 19.97%+1.2pp | 20.16%+1.0pp | 148.84%-127.6pp |
| Employer contribution / active EE | $885 | $5,393-83.6% | $4,672-81.1% | $4,248-79.2% |
| Participant deferral / active EE | $7,963 | $6,864+16.0% | $6,152+29.5% | $6,531+21.9% |
| Admin fee / account holder | $455 | $21,134-97.8% | $17,890-97.5% | $14,480-96.9% |