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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 | $47,407 | $32,993+43.7% | $110,523-57.1% | $52,729-10.1% |
| Participation rate | 100.0% | 41.3%+58.7pp | 47.6%+52.4pp | 12.6%+87.4pp |
| Annual return | 5.57% | 2.73%+2.8pp | 1.69%+3.9pp | 4.56%+1.0pp |
| Employer contribution / active EE | $736 | $13,500-94.5% | $24,295-97.0% | $15,526-95.3% |
| Participant deferral / active EE | $1,106 | $559+97.9% | $1,031+7.3% | $97+1045.6% |
| Admin fee / account holder | $4,307 | $2,215+94.5% | $1,392+209.5% | $1,711+151.7% |