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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 | $3,549 | $81,358-95.6% | $155,556-97.7% | $80,959-95.6% |
| Participation rate | 88.5% | 66.3%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 14.65% | 33.39%-18.7pp | 64.84%-50.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $337 | $3,106-89.2% | $4,675-92.8% | $2,757-87.8% |
| Participant deferral / active EE | $1,264 | $3,455-63.4% | $5,631-77.5% | $4,300-70.6% |
| Admin fee / account holder | $746 | $7,994-90.7% | $15,885-95.3% | $6,925-89.2% |