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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 | $4,934 | $86,050-94.3% | $189,758-97.4% | $94,015-94.8% |
| Participation rate | 80.0% | 68.9%+11.1pp | 79.8%+0.2pp | 70.8%+9.2pp |
| Annual return | 17.64% | 17.77%-0.1pp | 52.62%-35.0pp | 17.84%-0.2pp |
| Employer contribution / active EE | $286 | $2,819-89.9% | $4,767-94.0% | $2,790-89.8% |
| Participant deferral / active EE | $2,419 | $3,349-27.7% | $5,856-58.7% | $4,249-43.1% |
| Admin fee / account holder | $429 | $6,627-93.5% | $20,388-97.9% | $8,951-95.2% |