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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 | $6,112 | $101,795-94.0% | $165,100-96.3% | $80,959-92.5% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.7%+29.5pp |
| Annual return | 14.42% | 16.73%-2.3pp | 70.21%-55.8pp | 35.67%-21.2pp |
| Employer contribution / active EE | $490 | $2,954-83.4% | $4,348-88.7% | $2,757-82.2% |
| Participant deferral / active EE | $2,307 | $4,476-48.5% | $6,035-61.8% | $4,300-46.4% |
| Admin fee / account holder | $793 | $8,221-90.4% | $12,696-93.8% | $6,925-88.6% |