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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 | $4,600 | $81,358-94.3% | $155,556-97.0% | $80,959-94.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.87% | 33.39%-18.5pp | 64.84%-50.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $263 | $3,106-91.5% | $4,675-94.4% | $2,757-90.5% |
| Participant deferral / active EE | $1,237 | $3,455-64.2% | $5,631-78.0% | $4,300-71.2% |
| Admin fee / account holder | $760 | $7,994-90.5% | $15,885-95.2% | $6,925-89.0% |