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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 | $76,834-95.8% | $108,359-97.0% | $87,485-96.3% |
| Participation rate | 75.9% | 61.7%+14.2pp | 70.1%+5.8pp | 68.9%+7.0pp |
| Annual return | 32.52% | 19.09%+13.4pp | 36.89%-4.4pp | 26.06%+6.5pp |
| Employer contribution / active EE | $253 | $1,556-83.8% | $2,399-89.5% | $2,596-90.3% |
| Participant deferral / active EE | $1,301 | $3,100-58.0% | $4,137-68.6% | $4,274-69.6% |
| Admin fee / account holder | $307 | $6,537-95.3% | $9,741-96.9% | $7,775-96.1% |