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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 | $5,792 | $45,082-87.2% | $69,464-91.7% | $72,975-92.1% |
| Participation rate | 75.0% | 68.5%+6.5pp | 74.6%+0.4pp | 69.5%+5.5pp |
| Annual return | 8.52% | 22.66%-14.1pp | 28.98%-20.5pp | 81.01%-72.5pp |
| Employer contribution / active EE | $27 | $2,055-98.7% | $2,779-99.0% | $2,440-98.9% |
| Participant deferral / active EE | $1,203 | $2,604-53.8% | $3,536-66.0% | $3,608-66.7% |
| Admin fee / account holder | $1,255 | $3,057-58.9% | $3,840-67.3% | $5,124-75.5% |