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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 | $5,499 | $46,534-88.2% | $64,097-91.4% | $75,177-92.7% |
| Participation rate | 72.7% | 65.9%+6.8pp | 72.3%+0.4pp | 67.2%+5.5pp |
| Annual return | 15.47% | 26.07%-10.6pp | 33.75%-18.3pp | 160.75%-145.3pp |
| Employer contribution / active EE | $263 | $1,976-86.7% | $2,750-90.4% | $2,671-90.2% |
| Participant deferral / active EE | $1,296 | $2,835-54.3% | $3,881-66.6% | $4,126-68.6% |
| Admin fee / account holder | $542 | $2,957-81.7% | $3,070-82.3% | $5,651-90.4% |