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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 | $54,914 | $43,325+26.7% | $75,924-27.7% | $198,586-72.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 52.9%+47.1pp | 13.5%+86.5pp |
| Annual return | 12.31% | 8.70%+3.6pp | 6.78%+5.5pp | 9.29%+3.0pp |
| Employer contribution / active EE | $926 | $9,971-90.7% | $28,542-96.8% | $15,168-93.9% |
| Participant deferral / active EE | $707 | $861-17.8% | $763-7.3% | $67+952.8% |
| Admin fee / account holder | $3,077 | $2,269+35.6% | $1,754+75.4% | $2,037+51.0% |