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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 | $6,752 | $108,825-93.8% | $156,181-95.7% | $82,448-91.8% |
| Participation rate | 77.8% | 72.4%+5.4pp | 78.8%-1.1pp | 68.1%+9.7pp |
| Annual return | 17.01% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $459 | $2,870-84.0% | $4,294-89.3% | $2,551-82.0% |
| Participant deferral / active EE | $2,087 | $4,577-54.4% | $6,132-66.0% | $4,139-49.6% |
| Admin fee / account holder | $960 | $9,341-89.7% | $14,586-93.4% | $7,234-86.7% |