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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 | $134,556+44.0% | $134,556+44.0% | $340,936-43.2% |
| Participation rate | 100.0% | 20.0%+80.0pp | 18.2%+81.8pp | 31.0%+69.0pp |
| Annual return | 14.52% | 6.89%+7.6pp | 7.17%+7.3pp | 14.18%+0.3pp |
| Employer contribution / active EE | $684 | $31,644-97.8% | $29,386-97.7% | $33,339-97.9% |
| Participant deferral / active EE | $2,053 | $292+603.2% | $623+229.5% | $68+2916.1% |
| Admin fee / account holder | $2,254 | $8,606-73.8% | $8,606-73.8% | $17,688-87.3% |