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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 | $2,933 | $76,407-96.2% | $150,298-98.0% | $82,448-96.4% |
| Participation rate | 74.3% | 66.4%+7.9pp | 77.8%-3.4pp | 68.1%+6.3pp |
| Annual return | 25.91% | 39.99%-14.1pp | 62.79%-36.9pp | 41.64%-15.7pp |
| Employer contribution / active EE | $56 | $2,614-97.9% | $4,154-98.6% | $2,551-97.8% |
| Participant deferral / active EE | $867 | $3,214-73.0% | $5,453-84.1% | $4,139-79.0% |
| Admin fee / account holder | $517 | $6,352-91.9% | $14,116-96.3% | $7,234-92.8% |