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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 | $76,407-93.5% | $150,298-96.7% | $82,448-94.0% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 17.64% | 39.99%-22.4pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $286 | $2,614-89.1% | $4,154-93.1% | $2,551-88.8% |
| Participant deferral / active EE | $2,419 | $3,214-24.7% | $5,453-55.6% | $4,139-41.5% |
| Admin fee / account holder | $429 | $6,352-93.2% | $14,116-97.0% | $7,234-94.1% |