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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 | $49,013 | $36,488+34.3% | $110,792-55.8% | $105,125-53.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 58.3%+41.7pp | 14.6%+85.4pp |
| Annual return | -2.38% | 1.95%-4.3pp | -0.33%-2.1pp | 10.56%-12.9pp |
| Employer contribution / active EE | $1,193 | $13,608-91.2% | $25,782-95.4% | $13,643-91.3% |
| Participant deferral / active EE | $508 | $838-39.4% | $928-45.3% | $62+717.2% |
| Admin fee / account holder | $2,916 | $1,270+129.6% | $1,824+59.8% | $3,354-13.1% |