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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 | $33,692 | $92,468-63.6% | $83,167-59.5% | $222,458-84.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.9%+22.1pp | 48.7%+51.3pp |
| Annual return | 1.58% | -0.06%+1.6pp | -0.37%+2.0pp | -2.16%+3.7pp |
| Employer contribution / active EE | $2,046 | $33,795-93.9% | $27,460-92.6% | $42,949-95.2% |
| Participant deferral / active EE | $1,284 | $923+39.2% | $1,021+25.7% | $153+737.0% |
| Admin fee / account holder | $2,031 | $3,305-38.6% | $3,063-33.7% | $12,572-83.8% |