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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 | $5,177 | $156,616-96.7% | $133,346-96.1% | $198,609-97.4% |
| Participation rate | 87.5% | 77.7%+9.8pp | 72.8%+14.7pp | 82.4%+5.1pp |
| Annual return | 12.42% | 44.25%-31.8pp | 36.85%-24.4pp | 202.70%-190.3pp |
| Employer contribution / active EE | $287 | $3,368-91.5% | $2,853-89.9% | $5,055-94.3% |
| Participant deferral / active EE | $1,935 | $4,920-60.7% | $4,332-55.3% | $6,977-72.3% |
| Admin fee / account holder | $308 | $17,468-98.2% | $14,264-97.8% | $19,030-98.4% |