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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 | $3,309 | $69,590-95.2% | $136,867-97.6% | $94,015-96.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 25.46% | 19.62%+5.8pp | 42.97%-17.5pp | 17.84%+7.6pp |
| Employer contribution / active EE | $205 | $2,396-91.5% | $3,547-94.2% | $2,790-92.7% |
| Participant deferral / active EE | $1,469 | $3,437-57.3% | $4,924-70.2% | $4,249-65.4% |
| Admin fee / account holder | $913 | $8,912-89.8% | $10,340-91.2% | $8,951-89.8% |