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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 | $5,778 | $45,082-87.2% | $69,464-91.7% | $72,975-92.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 14.68% | 22.66%-8.0pp | 28.98%-14.3pp | 81.01%-66.3pp |
| Employer contribution / active EE | $273 | $2,055-86.7% | $2,779-90.2% | $2,440-88.8% |
| Participant deferral / active EE | $971 | $2,604-62.7% | $3,536-72.5% | $3,608-73.1% |
| Admin fee / account holder | $349 | $3,057-88.6% | $3,840-90.9% | $5,124-93.2% |