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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 | $151,892-63.2% | $97,195-42.6% | $328,120-83.0% |
| Participation rate | 100.0% | 44.4%+55.6pp | 45.3%+54.7pp | 34.1%+65.9pp |
| Annual return | 10.97% | 3.50%+7.5pp | 5.08%+5.9pp | 13.02%-2.1pp |
| Employer contribution / active EE | $2,510 | $28,654-91.2% | $21,287-88.2% | $34,257-92.7% |
| Participant deferral / active EE | $2,549 | $341+646.6% | $803+217.6% | $62+4030.9% |
| Admin fee / account holder | $61,627 | $26,557+132.1% | $19,300+219.3% | $39,117+57.5% |