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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 | $52,525 | $33,040+59.0% | $127,144-58.7% | $46,757+12.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 62.9%+37.1pp | 11.3%+88.7pp |
| Annual return | 14.72% | 10.61%+4.1pp | 9.35%+5.4pp | 10.41%+4.3pp |
| Employer contribution / active EE | $1,330 | $8,724-84.8% | $25,504-94.8% | $14,691-90.9% |
| Participant deferral / active EE | $747 | $552+35.3% | $1,066-29.9% | $58+1183.9% |
| Admin fee / account holder | $1,283 | $1,133+13.2% | $2,049-37.4% | $2,646-51.5% |