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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 | $5,892 | $114,013-94.8% | $103,693-94.3% | $155,188-96.2% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.8pp | 80.8%+14.7pp |
| Annual return | 18.13% | 49.31%-31.2pp | 47.61%-29.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $4 | $3,131-99.9% | $2,920-99.9% | $4,248-99.9% |
| Participant deferral / active EE | $2,358 | $4,970-52.5% | $4,579-48.5% | $6,531-63.9% |
| Admin fee / account holder | $546 | $8,407-93.5% | $7,858-93.1% | $14,480-96.2% |