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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 | $48,163 | $325,553-85.2% | $325,553-85.2% | $338,137-85.8% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 43.9%+56.1pp |
| Annual return | 35.38% | 9.11%+26.3pp | 9.14%+26.2pp | 13.05%+22.3pp |
| Employer contribution / active EE | $2,583 | $46,852-94.5% | $40,504-93.6% | $37,651-93.1% |
| Participant deferral / active EE | $7,864 | $37+21089.9% | $42+18811.4% | $49+16023.8% |
| Admin fee / account holder | $703 | $17,411-96.0% | $17,411-96.0% | $30,946-97.7% |