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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 | $119,297 | $171,008-30.2% | $163,428-27.0% | $287,034-58.4% |
| Participation rate | 100.0% | 20.1%+79.9pp | 15.9%+84.1pp | 55.9%+44.1pp |
| Annual return | 6.54% | 9.19%-2.7pp | 9.36%-2.8pp | 24.44%-17.9pp |
| Employer contribution / active EE | $3,187 | $35,866-91.1% | $31,270-89.8% | $41,344-92.3% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $7,776 | $10,697-27.3% | $9,460-17.8% | $22,013-64.7% |