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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 | $9,948 | $75,962-86.9% | $154,111-93.5% | $64,173-84.5% |
| Participation rate | 76.2% | 70.4%+5.8pp | 83.0%-6.8pp | 69.6%+6.6pp |
| Annual return | 5.53% | 30.32%-24.8pp | 735.18%-729.7pp | 7.63%-2.1pp |
| Employer contribution / active EE | $45 | $3,350-98.7% | $5,298-99.2% | $2,381-98.1% |
| Participant deferral / active EE | $930 | $3,175-70.7% | $5,081-81.7% | $3,470-73.2% |
| Admin fee / account holder | $779 | $5,589-86.1% | $13,411-94.2% | $4,887-84.1% |