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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 | $9,020 | $53,128-83.0% | $86,582-89.6% | $70,126-87.1% |
| Participation rate | 78.8% | 65.3%+13.5pp | 73.5%+5.2pp | 69.5%+9.2pp |
| Annual return | 14.07% | 27.66%-13.6pp | 965.08%-951.0pp | 73.15%-59.1pp |
| Employer contribution / active EE | $206 | $2,068-90.0% | $2,839-92.7% | $2,343-91.2% |
| Participant deferral / active EE | $877 | $2,695-67.5% | $3,609-75.7% | $3,332-73.7% |
| Admin fee / account holder | $2,546 | $3,584-29.0% | $4,904-48.1% | $4,645-45.2% |