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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 | $112,729-95.4% | $98,716-94.8% | $137,256-96.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 12.42% | 38.48%-26.1pp | 31.81%-19.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $287 | $2,725-89.5% | $2,279-87.4% | $4,156-93.1% |
| Participant deferral / active EE | $1,935 | $4,640-58.3% | $4,048-52.2% | $6,407-69.8% |
| Admin fee / account holder | $308 | $10,129-97.0% | $8,703-96.5% | $12,270-97.5% |