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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 | $6,118 | $57,969-89.4% | $76,383-92.0% | $80,959-92.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.3%+20.7pp | 67.7%+32.3pp |
| Annual return | 128.48% | 15.90%+112.6pp | 13.79%+114.7pp | 35.67%+92.8pp |
| Employer contribution / active EE | $540 | $3,570-84.9% | $4,587-88.2% | $2,757-80.4% |
| Participant deferral / active EE | $1,444 | $3,814-62.1% | $5,474-73.6% | $4,300-66.4% |
| Admin fee / account holder | $7,797 | $5,670+37.5% | $5,147+51.5% | $6,925+12.6% |