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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 | $5,328 | $91,179-94.2% | $178,499-97.0% | $79,852-93.3% |
| Participation rate | 97.0% | 69.2%+27.8pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 10.47% | 24.19%-13.7pp | 151.10%-140.6pp | 31.72%-21.2pp |
| Employer contribution / active EE | $140 | $3,256-95.7% | $5,011-97.2% | $2,471-94.3% |
| Participant deferral / active EE | $974 | $3,236-69.9% | $5,202-81.3% | $3,740-74.0% |
| Admin fee / account holder | $1,707 | $6,749-74.7% | $13,986-87.8% | $5,306-67.8% |