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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 | $3,888 | $111,787-96.5% | $93,681-95.9% | $145,978-97.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 13.32% | 203.52%-190.2pp | 133.47%-120.2pp | 550.52%-537.2pp |
| Employer contribution / active EE | $246 | $3,093-92.1% | $2,422-89.8% | $4,662-94.7% |
| Participant deferral / active EE | $1,591 | $4,918-67.7% | $4,415-64.0% | $6,690-76.2% |
| Admin fee / account holder | $1,222 | $10,256-88.1% | $8,290-85.3% | $13,400-90.9% |