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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 | $9,309 | $63,346-85.3% | $92,240-89.9% | $70,126-86.7% |
| Participation rate | 79.5% | 68.7%+10.8pp | 76.5%+3.0pp | 69.5%+9.9pp |
| Annual return | 17.56% | 530.19%-512.6pp | 176.29%-158.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $417 | $2,471-83.1% | $3,680-88.7% | $2,343-82.2% |
| Participant deferral / active EE | $1,275 | $2,854-55.3% | $3,897-67.3% | $3,332-61.7% |
| Admin fee / account holder | $378 | $3,841-90.2% | $5,194-92.7% | $4,645-91.9% |