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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 | $37,813 | $138,366-72.7% | $184,185-79.5% | $80,911-53.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.81%-28.8pp | 35.63%-35.6pp |
| Employer contribution / active EE | $898 | $4,849-81.5% | $6,426-86.0% | $2,756-67.4% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $448 | $10,484-95.7% | $13,909-96.8% | $6,935-93.5% |