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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 | $7,655 | $85,169-91.0% | $172,755-95.6% | $72,983-89.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.48% | 27.32%-10.8pp | 802.94%-786.5pp | 81.01%-64.5pp |
| Employer contribution / active EE | $359 | $3,324-89.2% | $5,144-93.0% | $2,440-85.3% |
| Participant deferral / active EE | $1,148 | $3,260-64.8% | $5,198-77.9% | $3,608-68.2% |
| Admin fee / account holder | $3,212 | $5,880-45.4% | $13,955-77.0% | $5,124-37.3% |