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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 | $3,234 | $73,787-95.6% | $98,716-96.7% | $82,448-96.1% |
| Participation rate | 75.9% | 61.4%+14.5pp | 69.3%+6.6pp | 68.1%+7.8pp |
| Annual return | 32.52% | 18.57%+14.0pp | 31.81%+0.7pp | 41.64%-9.1pp |
| Employer contribution / active EE | $253 | $1,511-83.3% | $2,279-88.9% | $2,551-90.1% |
| Participant deferral / active EE | $1,301 | $3,081-57.8% | $4,048-67.9% | $4,139-68.6% |
| Admin fee / account holder | $307 | $6,500-95.3% | $8,703-96.5% | $7,234-95.8% |