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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 | $5,724 | $56,894-89.9% | $84,753-93.2% | $62,881-90.9% |
| Participation rate | 85.4% | 68.5%+16.8pp | 76.6%+8.8pp | 69.3%+16.1pp |
| Annual return | 7.96% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $75 | $2,400-96.9% | $3,574-97.9% | $2,281-96.7% |
| Participant deferral / active EE | $1,188 | $2,709-56.2% | $3,712-68.0% | $3,203-62.9% |
| Admin fee / account holder | $625 | $3,581-82.6% | $5,333-88.3% | $4,296-85.5% |