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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 | $8,009 | $77,814-89.7% | $158,223-94.9% | $86,983-90.8% |
| Participation rate | 84.9% | 68.4%+16.5pp | 79.2%+5.7pp | 69.5%+15.4pp |
| Annual return | 25.03% | 30.54%-5.5pp | 52.09%-27.1pp | 25.83%-0.8pp |
| Employer contribution / active EE | $22 | $2,592-99.2% | $4,109-99.5% | $2,584-99.2% |
| Participant deferral / active EE | $4,226 | $3,270+29.3% | $5,467-22.7% | $4,194+0.8% |
| Admin fee / account holder | $729 | $5,879-87.6% | $16,047-95.5% | $7,856-90.7% |