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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 | $123,155-93.8% | $108,753-93.0% | $155,188-95.1% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 19.39% | 44.73%-25.3pp | 37.47%-18.1pp | 148.84%-129.5pp |
| Employer contribution / active EE | $24 | $2,811-99.2% | $2,427-99.0% | $4,248-99.4% |
| Participant deferral / active EE | $3,179 | $4,623-31.2% | $4,115-22.7% | $6,531-51.3% |
| Admin fee / account holder | $610 | $12,126-95.0% | $10,320-94.1% | $14,480-95.8% |