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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 | $4,430 | $93,598-95.3% | $135,974-96.7% | $75,173-94.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 38.85% | 30.89%+8.0pp | 68.30%-29.5pp | 160.72%-121.9pp |
| Employer contribution / active EE | $750 | $3,538-78.8% | $4,859-84.6% | $2,671-71.9% |
| Participant deferral / active EE | $3,355 | $6,405-47.6% | $7,760-56.8% | $4,126-18.7% |
| Admin fee / account holder | $400 | $6,978-94.3% | $10,767-96.3% | $5,651-92.9% |