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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 | $6,856 | $48,327-85.8% | $67,575-89.9% | $80,935-91.5% |
| Participation rate | 85.2% | 66.4%+18.8pp | 72.9%+12.3pp | 67.7%+17.5pp |
| Annual return | 11.66% | 18.31%-6.7pp | 3528.98%-3517.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $270 | $2,022-86.6% | $2,736-90.1% | $2,757-90.2% |
| Participant deferral / active EE | $1,192 | $2,927-59.3% | $4,003-70.2% | $4,299-72.3% |
| Admin fee / account holder | $919 | $3,692-75.1% | $3,993-77.0% | $6,924-86.7% |