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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 | $5,961 | $91,198-93.5% | $178,503-96.7% | $79,856-92.5% |
| Participation rate | 75.8% | 69.2%+6.5pp | 81.9%-6.2pp | 69.6%+6.1pp |
| Annual return | 15.31% | 24.20%-8.9pp | 151.12%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $225 | $3,257-93.1% | $5,011-95.5% | $2,471-90.9% |
| Participant deferral / active EE | $1,392 | $3,237-57.0% | $5,202-73.2% | $3,741-62.8% |
| Admin fee / account holder | $1,035 | $6,748-84.7% | $13,987-92.6% | $5,306-80.5% |