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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 | $7,123 | $85,171-91.6% | $172,753-95.9% | $72,976-90.2% |
| Participation rate | 73.0% | 70.1%+2.9pp | 82.6%-9.7pp | 69.5%+3.5pp |
| Annual return | 23.57% | 27.32%-3.8pp | 803.00%-779.4pp | 81.02%-57.4pp |
| Employer contribution / active EE | $259 | $3,324-92.2% | $5,144-95.0% | $2,440-89.4% |
| Participant deferral / active EE | $1,759 | $3,260-46.1% | $5,198-66.2% | $3,608-51.3% |
| Admin fee / account holder | $360 | $5,880-93.9% | $13,956-97.4% | $5,124-93.0% |