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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 | $333,627-83.3% | $205,371-72.8% | $418,949-86.7% |
| Participation rate | 100.0% | 53.4%+46.6pp | 56.2%+43.8pp | 35.7%+64.3pp |
| Annual return | 10.97% | 4.86%+6.1pp | 5.90%+5.1pp | 15.19%-4.2pp |
| Employer contribution / active EE | $2,510 | $32,229-92.2% | $24,714-89.8% | $34,877-92.8% |
| Participant deferral / active EE | $2,549 | $249+922.4% | $644+295.8% | $86+2877.4% |
| Admin fee / account holder | $61,627 | $19,108+222.5% | $13,227+365.9% | $50,584+21.8% |