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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 | $89,259-94.3% | $107,187-95.2% | $82,637-93.8% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.3pp |
| Annual return | 21.70% | 21.02%+0.7pp | 204.55%-182.8pp | 53.51%-31.8pp |
| Employer contribution / active EE | $345 | $3,080-88.8% | $3,782-90.9% | $2,552-86.5% |
| Participant deferral / active EE | $3,386 | $4,037-16.1% | $5,096-33.5% | $4,126-17.9% |
| Admin fee / account holder | $1,151 | $7,381-84.4% | $9,162-87.4% | $7,339-84.3% |