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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 | $3,409 | $87,544-96.1% | $75,784-95.5% | $125,388-97.3% |
| Participation rate | 88.9% | 80.2%+8.7pp | 75.8%+13.1pp | 83.2%+5.7pp |
| Annual return | -1.40% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $137 | $3,930-96.5% | $3,323-95.9% | $4,866-97.2% |
| Participant deferral / active EE | $1,593 | $4,229-62.3% | $3,652-56.4% | $5,352-70.2% |
| Admin fee / account holder | $2,703 | $6,502-58.4% | $5,300-49.0% | $9,541-71.7% |