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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 | $6,947 | $91,198-92.4% | $178,503-96.1% | $79,856-91.3% |
| Participation rate | 81.6% | 69.2%+12.4pp | 81.9%-0.4pp | 69.6%+11.9pp |
| Annual return | 21.66% | 24.20%-2.5pp | 151.12%-129.5pp | 31.71%-10.1pp |
| Employer contribution / active EE | $338 | $3,257-89.6% | $5,011-93.3% | $2,471-86.3% |
| Participant deferral / active EE | $2,239 | $3,237-30.8% | $5,202-57.0% | $3,741-40.1% |
| Admin fee / account holder | $1,317 | $6,748-80.5% | $13,987-90.6% | $5,306-75.2% |