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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 | $4,901 | $82,032-94.0% | $123,106-96.0% | $59,633-91.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.70% | 5.12%-3.4pp | 13.22%-11.5pp | 2041.40%-2039.7pp |
| Employer contribution / active EE | $230 | $3,297-93.0% | $5,151-95.5% | $2,203-89.6% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $567 | $5,881-90.4% | $9,015-93.7% | $4,297-86.8% |