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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 | $153,781-19.4% | $165,322-25.0% | $254,510-51.3% |
| Participation rate | 100.0% | 41.6%+58.4pp | 32.5%+67.5pp | 43.0%+57.0pp |
| Annual return | 9.24% | 7.89%+1.4pp | 8.01%+1.2pp | 259.13%-249.9pp |
| Employer contribution / active EE | $1,724 | $36,824-95.3% | $29,475-94.2% | $41,469-95.8% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $332 | $217+53.3% | $637-47.9% | $21,546-98.5% |