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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 | $4,426 | $77,638-94.3% | $156,552-97.2% | $62,881-93.0% |
| Participation rate | 92.0% | 71.2%+20.8pp | 84.0%+8.0pp | 69.3%+22.7pp |
| Annual return | 6.40% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $242 | $3,444-93.0% | $5,501-95.6% | $2,281-89.4% |
| Participant deferral / active EE | $850 | $3,046-72.1% | $4,871-82.5% | $3,203-73.5% |
| Admin fee / account holder | $1,829 | $5,561-67.1% | $13,028-86.0% | $4,296-57.4% |