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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 | $78,690-93.7% | $161,489-96.9% | $87,485-94.4% |
| Participation rate | 80.0% | 67.5%+12.5pp | 78.7%+1.3pp | 68.9%+11.1pp |
| Annual return | 17.64% | 32.74%-15.1pp | 89.72%-72.1pp | 26.06%-8.4pp |
| Employer contribution / active EE | $286 | $2,588-89.0% | $4,268-93.3% | $2,596-89.0% |
| Participant deferral / active EE | $2,419 | $3,311-26.9% | $5,630-57.0% | $4,274-43.4% |
| Admin fee / account holder | $429 | $6,724-93.6% | $16,006-97.3% | $7,775-94.5% |