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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 | $40,143 | $177,595-77.4% | $148,496-73.0% | $198,609-79.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.54% | 9.97%+4.6pp | 12.33%+2.2pp | 202.70%-188.2pp |
| Employer contribution / active EE | $459 | $4,098-88.8% | $3,497-86.9% | $5,055-90.9% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,869 | $27,010-85.7% | $19,547-80.2% | $19,030-79.7% |