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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 | $3,529 | $90,400-96.1% | $186,193-98.1% | $87,485-96.0% |
| Participation rate | 93.5% | 66.2%+27.3pp | 77.1%+16.4pp | 68.9%+24.5pp |
| Annual return | 16.06% | 22.15%-6.1pp | 78.03%-62.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $419 | $2,170-80.7% | $3,918-89.3% | $2,596-83.8% |
| Participant deferral / active EE | $1,672 | $4,330-61.4% | $6,513-74.3% | $4,274-60.9% |
| Admin fee / account holder | $852 | $8,673-90.2% | $11,058-92.3% | $7,775-89.0% |