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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 | $64,982 | $124,814-47.9% | $124,814-47.9% | $330,599-80.3% |
| Participation rate | 100.0% | 44.4%+55.6pp | 22.2%+77.8pp | 43.7%+56.3pp |
| Annual return | 5.19% | 8.40%-3.2pp | 10.53%-5.3pp | 13.05%-7.9pp |
| Employer contribution / active EE | $3,846 | $31,408-87.8% | $26,797-85.6% | $37,664-89.8% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $388 | $129+200.0% | $129+200.0% | $31,365-98.8% |