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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 | $73,191 | $142,459-48.6% | $110,523-33.8% | $237,064-69.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 47.6%+52.4pp | 45.6%+54.4pp |
| Annual return | 5.11% | 0.75%+4.4pp | 1.69%+3.4pp | 4.16%+0.9pp |
| Employer contribution / active EE | $1,278 | $33,373-96.2% | $24,295-94.7% | $42,918-97.0% |
| Participant deferral / active EE | $2,536 | $1,105+129.5% | $1,031+146.0% | $128+1883.9% |
| Admin fee / account holder | $690 | $905-23.7% | $1,392-50.4% | $21,465-96.8% |