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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 | $67,165 | $43,325+55.0% | $75,924-11.5% | $198,586-66.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 52.9%+47.1pp | 13.5%+86.5pp |
| Annual return | 21.05% | 8.70%+12.4pp | 6.78%+14.3pp | 9.29%+11.8pp |
| Employer contribution / active EE | $71 | $9,971-99.3% | $28,542-99.8% | $15,168-99.5% |
| Participant deferral / active EE | $834 | $861-3.2% | $763+9.2% | $67+1140.8% |
| Admin fee / account holder | $5,530 | $2,269+143.7% | $1,754+215.3% | $2,037+171.4% |