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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 | $48,190 | $252,625-80.9% | $220,144-78.1% | $382,429-87.4% |
| Participation rate | 100.0% | 88.1%+11.9pp | 84.8%+15.2pp | 87.7%+12.3pp |
| Annual return | 22.84% | -1.59%+24.4pp | -0.63%+23.5pp | 248.85%-226.0pp |
| Employer contribution / active EE | $3,500 | $7,607-54.0% | $6,623-47.2% | $8,036-56.4% |
| Participant deferral / active EE | $0 | $4,939-100.0% | $4,718-100.0% | $5,727-100.0% |
| Admin fee / account holder | $692 | $17,846-96.1% | $15,617-95.6% | $30,732-97.7% |