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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 | $31,202 | $33,040-5.6% | $127,144-75.5% | $46,757-33.3% |
| Participation rate | 97.1% | 57.6%+39.5pp | 62.9%+34.2pp | 11.3%+85.8pp |
| Annual return | 11.27% | 10.61%+0.7pp | 9.35%+1.9pp | 10.41%+0.9pp |
| Employer contribution / active EE | $1,711 | $8,724-80.4% | $25,504-93.3% | $14,691-88.4% |
| Participant deferral / active EE | $0 | $552-100.0% | $1,066-100.0% | $58-100.0% |
| Admin fee / account holder | $1,246 | $1,133+9.9% | $2,049-39.2% | $2,646-52.9% |