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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 | $9,627 | $57,352-83.2% | $83,830-88.5% | $64,173-85.0% |
| Participation rate | 73.1% | 68.6%+4.5pp | 76.1%-3.1pp | 69.6%+3.5pp |
| Annual return | 2.77% | 11.38%-8.6pp | 850.97%-848.2pp | 7.63%-4.9pp |
| Employer contribution / active EE | $201 | $2,546-92.1% | $3,631-94.5% | $2,381-91.6% |
| Participant deferral / active EE | $1,374 | $2,993-54.1% | $4,082-66.3% | $3,470-60.4% |
| Admin fee / account holder | $410 | $4,046-89.9% | $5,479-92.5% | $4,887-91.6% |