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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 | $7,215 | $147,556-95.1% | $129,031-94.4% | $198,609-96.4% |
| Participation rate | 77.8% | 77.2%+0.5pp | 73.4%+4.4pp | 82.4%-4.6pp |
| Annual return | 19.84% | 37.41%-17.6pp | 34.67%-14.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $25 | $3,645-99.3% | $3,226-99.2% | $5,055-99.5% |
| Participant deferral / active EE | $2,107 | $5,760-63.4% | $5,217-59.6% | $6,977-69.8% |
| Admin fee / account holder | $509 | $15,467-96.7% | $13,208-96.1% | $19,030-97.3% |