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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 | $28,557 | $43,809-34.8% | $115,939-75.4% | $52,729-45.8% |
| Participation rate | 100.0% | 7.6%+92.4pp | 19.3%+80.7pp | 12.6%+87.4pp |
| Annual return | 9.98% | 4.23%+5.8pp | 3.97%+6.0pp | 4.56%+5.4pp |
| Employer contribution / active EE | $885 | $16,147-94.5% | $28,168-96.9% | $15,526-94.3% |
| Participant deferral / active EE | $151 | $429-64.8% | $274-45.0% | $97+56.5% |
| Admin fee / account holder | $2,266 | $850+166.5% | $12,837-82.4% | $1,711+32.4% |