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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 | $61,680 | $138,622-55.5% | $96,302-36.0% | $222,458-72.3% |
| Participation rate | 100.0% | 28.6%+71.4pp | 8.8%+91.2pp | 48.7%+51.3pp |
| Annual return | -2.70% | -6.67%+4.0pp | -2.90%+0.2pp | -2.16%-0.5pp |
| Employer contribution / active EE | $5,333 | $50,664-89.5% | $27,990-80.9% | $42,949-87.6% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $405 | $677-40.2% | $519-22.0% | $12,572-96.8% |