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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 | $55,835 | $196,569-71.6% | $110,417-49.4% | $380,063-85.3% |
| Participation rate | 100.0% | 60.0%+40.0pp | 58.0%+42.0pp | 27.7%+72.3pp |
| Annual return | 10.97% | 0.70%+10.3pp | 4.13%+6.8pp | 15.59%-4.6pp |
| Employer contribution / active EE | $2,510 | $22,011-88.6% | $15,783-84.1% | $33,256-92.5% |
| Participant deferral / active EE | $2,549 | $588+333.5% | $1,006+153.3% | $83+2972.3% |
| Admin fee / account holder | $61,627 | $22,216+177.4% | $15,244+304.3% | $21,009+193.3% |