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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 | $7,705 | $112,729-93.2% | $98,716-92.2% | $137,256-94.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.07% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $412 | $2,725-84.9% | $2,279-81.9% | $4,156-90.1% |
| Participant deferral / active EE | $1,884 | $4,640-59.4% | $4,048-53.5% | $6,407-70.6% |
| Admin fee / account holder | $1,923 | $10,129-81.0% | $8,703-77.9% | $12,270-84.3% |