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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 | $2,750 | $75,541-96.4% | $152,093-98.2% | $82,637-96.7% |
| Participation rate | 91.5% | 66.5%+25.0pp | 77.8%+13.8pp | 68.1%+23.5pp |
| Annual return | 31.81% | 32.56%-0.7pp | 66.36%-34.5pp | 53.51%-21.7pp |
| Employer contribution / active EE | $323 | $2,622-87.7% | $4,175-92.3% | $2,552-87.3% |
| Participant deferral / active EE | $969 | $3,206-69.8% | $5,451-82.2% | $4,126-76.5% |
| Admin fee / account holder | $345 | $6,405-94.6% | $14,497-97.6% | $7,339-95.3% |