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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 | $73,570 | $49,655+48.2% | $202,856-63.7% | $49,655+48.2% |
| Participation rate | 100.0% | 18.6%+81.4pp | 21.4%+78.6pp | 18.6%+81.4pp |
| Annual return | 14.70% | 9.77%+4.9pp | 10.21%+4.5pp | 9.77%+4.9pp |
| Employer contribution / active EE | $634 | $13,890-95.4% | $37,040-98.3% | $13,890-95.4% |
| Participant deferral / active EE | $4,465 | $102+4287.3% | $95+4621.3% | $102+4287.3% |
| Admin fee / account holder | $1,140 | $2,893-60.6% | $2,923-61.0% | $2,893-60.6% |