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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 | $5,092 | $88,672-94.3% | $105,223-95.2% | $82,448-93.8% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.2pp |
| Annual return | 21.70% | 30.86%-9.2pp | 180.65%-158.9pp | 41.64%-19.9pp |
| Employer contribution / active EE | $345 | $3,048-88.7% | $3,689-90.7% | $2,551-86.5% |
| Participant deferral / active EE | $3,386 | $4,036-16.1% | $5,072-33.2% | $4,139-18.2% |
| Admin fee / account holder | $1,151 | $7,146-83.9% | $8,859-87.0% | $7,234-84.1% |