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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 | $5,205 | $77,638-93.3% | $156,551-96.7% | $62,881-91.7% |
| Participation rate | 90.3% | 71.2%+19.1pp | 84.0%+6.3pp | 69.3%+21.0pp |
| Annual return | 11.68% | 50.33%-38.6pp | 32.23%-20.5pp | 20.14%-8.5pp |
| Employer contribution / active EE | $236 | $3,444-93.1% | $5,501-95.7% | $2,281-89.6% |
| Participant deferral / active EE | $951 | $3,046-68.8% | $4,871-80.5% | $3,203-70.3% |
| Admin fee / account holder | $561 | $5,561-89.9% | $13,028-95.7% | $4,296-86.9% |