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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 | $216,853-77.8% | $192,072-74.9% | $461,066-89.5% |
| Participation rate | 100.0% | 88.6%+11.4pp | 86.4%+13.6pp | 87.7%+12.3pp |
| Annual return | 22.84% | -0.83%+23.7pp | -0.38%+23.2pp | 484.84%-462.0pp |
| Employer contribution / active EE | $3,500 | $8,611-59.4% | $7,585-53.9% | $9,163-61.8% |
| Participant deferral / active EE | $0 | $4,842-100.0% | $4,904-100.0% | $6,032-100.0% |
| Admin fee / account holder | $692 | $11,707-94.1% | $10,448-93.4% | $28,147-97.5% |