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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 | $191,373 | $191,3730% | $191,3730% | $285,997-33.1% |
| Participation rate | 100.0% | 33.3%+66.7pp | 5.3%+94.7pp | 55.8%+44.2pp |
| Annual return | 5.79% | 5.45%+0.3pp | 8.46%-2.7pp | 24.44%-18.7pp |
| Employer contribution / active EE | $2,591 | $44,942-94.2% | $25,175-89.7% | $41,348-93.7% |
| Participant deferral / active EE | $0 | $115-100.0% | $181-100.0% | $55-100.0% |
| Admin fee / account holder | $730 | $7300% | $7300% | $22,013-96.7% |