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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 | $34,025 | $430,769-92.1% | $72,757-53.2% | $430,769-92.1% |
| Participation rate | 100.0% | 90.6%+9.4pp | 95.4%+4.6pp | 90.6%+9.4pp |
| Annual return | 0.04% | 10.77%-10.7pp | 6.77%-6.7pp | 10.77%-10.7pp |
| Employer contribution / active EE | $940 | $26,022-96.4% | $7,603-87.6% | $26,022-96.4% |
| Participant deferral / active EE | $4,087 | $6,968-41.3% | $2,773+47.4% | $6,968-41.3% |
| Admin fee / account holder | $2,322 | $18,309-87.3% | $1,223+89.9% | $18,309-87.3% |