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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 | $124,980-95.9% | $108,359-95.2% | $154,746-96.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 12.42% | 45.00%-32.6pp | 36.89%-24.5pp | 172.34%-159.9pp |
| Employer contribution / active EE | $287 | $2,851-89.9% | $2,399-88.0% | $4,379-93.4% |
| Participant deferral / active EE | $1,935 | $4,743-59.2% | $4,137-53.2% | $6,730-71.2% |
| Admin fee / account holder | $308 | $11,502-97.3% | $9,741-96.8% | $14,365-97.9% |