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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 | $152,896 | $206,041-25.8% | $201,416-24.1% | $330,599-53.8% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 43.7%+56.3pp |
| Annual return | 5.47% | 7.46%-2.0pp | 8.10%-2.6pp | 13.05%-7.6pp |
| Employer contribution / active EE | $3,397 | $34,689-90.2% | $28,649-88.1% | $37,664-91.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $1,543 | $63,103-97.6% | $60,136-97.4% | $31,365-95.1% |