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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 | $124,015 | $150,398-17.5% | $162,072-23.5% | $254,173-51.2% |
| Participation rate | 100.0% | 42.3%+57.7pp | 33.1%+66.9pp | 43.0%+57.0pp |
| Annual return | 9.24% | 7.88%+1.4pp | 8.01%+1.2pp | 259.17%-249.9pp |
| Employer contribution / active EE | $1,724 | $36,826-95.3% | $29,476-94.2% | $41,471-95.8% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $332 | $223+49.1% | $630-47.3% | $21,502-98.5% |