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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 | $19,054 | $82,028-76.8% | $123,105-84.5% | $59,633-68.0% |
| Participation rate | 93.3% | 83.2%+10.1pp | 86.8%+6.6pp | 68.7%+24.7pp |
| Annual return | 0.58% | 5.12%-4.5pp | 13.22%-12.6pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $500 | $3,297-84.8% | $5,151-90.3% | $2,203-77.3% |
| Participant deferral / active EE | $3,373 | $4,667-27.7% | $6,229-45.9% | $3,192+5.7% |
| Admin fee / account holder | $9,473 | $5,879+61.1% | $9,014+5.1% | $4,297+120.5% |