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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 | $12,186 | $92,468-86.8% | $83,167-85.3% | $222,458-94.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.9%+22.1pp | 48.7%+51.3pp |
| Annual return | 0.71% | -0.06%+0.8pp | -0.37%+1.1pp | -2.16%+2.9pp |
| Employer contribution / active EE | $0 | $33,795-100.0% | $27,460-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $1,578 | $923+71.1% | $1,021+54.5% | $153+928.8% |
| Admin fee / account holder | $1,232 | $3,305-62.7% | $3,063-59.8% | $12,572-90.2% |