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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 | $26,460 | $68,025-61.1% | $220,428-88.0% | $198,586-86.7% |
| Participation rate | 100.0% | 38.3%+61.7pp | 43.5%+56.5pp | 13.5%+86.5pp |
| Annual return | 10.36% | 9.03%+1.3pp | 90.61%-80.3pp | 9.29%+1.1pp |
| Employer contribution / active EE | $572 | $14,065-95.9% | $32,730-98.3% | $15,168-96.2% |
| Participant deferral / active EE | $1,015 | $19+5347.6% | $40+2464.9% | $67+1411.1% |
| Admin fee / account holder | $1,553 | $1,029+51.0% | $12,805-87.9% | $2,037-23.8% |