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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 | $193,723 | $258,827-25.2% | $258,827-25.2% | $422,293-54.1% |
| Participation rate | 100.0% | 21.4%+78.6pp | 19.4%+80.6pp | 34.7%+65.3pp |
| Annual return | 14.52% | 8.39%+6.1pp | 8.60%+5.9pp | 12.28%+2.2pp |
| Employer contribution / active EE | $684 | $28,468-97.6% | $27,075-97.5% | $34,589-98.0% |
| Participant deferral / active EE | $2,053 | $318+544.8% | $540+280.4% | $93+2110.4% |
| Admin fee / account holder | $2,254 | $19,327-88.3% | $19,327-88.3% | $47,656-95.3% |