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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 | $6,540 | $41,016-84.1% | $152,093-95.7% | $64,097-89.8% |
| Participation rate | 70.6% | 51.3%+19.2pp | 77.8%-7.2pp | 55.2%+15.4pp |
| Annual return | 40.00% | 39.60%+0.4pp | 66.36%-26.4pp | 34.64%+5.4pp |
| Employer contribution / active EE | $6 | $1,342-99.6% | $4,175-99.9% | $1,891-99.7% |
| Participant deferral / active EE | $1,671 | $1,927-13.3% | $5,451-69.3% | $3,080-45.7% |
| Admin fee / account holder | $660 | $2,305-71.4% | $14,497-95.4% | $3,454-80.9% |