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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 | $7,353 | $65,361-88.8% | $92,903-92.1% | $72,983-89.9% |
| Participation rate | 73.7% | 68.3%+5.4pp | 76.0%-2.3pp | 69.5%+4.2pp |
| Annual return | 47.90% | 42.11%+5.8pp | 109.43%-61.5pp | 81.01%-33.1pp |
| Employer contribution / active EE | $529 | $2,594-79.6% | $3,653-85.5% | $2,440-78.3% |
| Participant deferral / active EE | $2,031 | $3,128-35.1% | $4,238-52.1% | $3,608-43.7% |
| Admin fee / account holder | $1,067 | $4,251-74.9% | $5,795-81.6% | $5,124-79.2% |