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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 | $4,760 | $106,749-95.5% | $145,433-96.7% | $82,448-94.2% |
| Participation rate | 89.7% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.6pp |
| Annual return | 28.83% | 27.59%+1.2pp | 66.58%-37.7pp | 41.64%-12.8pp |
| Employer contribution / active EE | $273 | $3,444-92.1% | $4,554-94.0% | $2,551-89.3% |
| Participant deferral / active EE | $3,048 | $6,519-53.2% | $7,897-61.4% | $4,139-26.4% |
| Admin fee / account holder | $522 | $8,390-93.8% | $13,129-96.0% | $7,234-92.8% |