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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 | $7,584 | $124,980-93.9% | $108,359-93.0% | $154,746-95.1% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 19.39% | 45.00%-25.6pp | 36.89%-17.5pp | 172.34%-153.0pp |
| Employer contribution / active EE | $24 | $2,851-99.2% | $2,399-99.0% | $4,379-99.5% |
| Participant deferral / active EE | $3,179 | $4,743-33.0% | $4,137-23.1% | $6,730-52.8% |
| Admin fee / account holder | $610 | $11,502-94.7% | $9,741-93.7% | $14,365-95.8% |