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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 | $50,983 | $38,077+33.9% | $143,222-64.4% | $317,036-83.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 57.6%+42.4pp | 13.0%+87.0pp |
| Annual return | 15.35% | 8.86%+6.5pp | 8.97%+6.4pp | 13.59%+1.8pp |
| Employer contribution / active EE | $1,052 | $8,919-88.2% | $37,026-97.2% | $14,592-92.8% |
| Participant deferral / active EE | $462 | $774-40.3% | $1,023-54.8% | $67+590.2% |
| Admin fee / account holder | $7,033 | $2,716+159.0% | $2,546+176.3% | $29,657-76.3% |