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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 | $2,238 | $51,184-95.6% | $66,439-96.6% | $86,983-97.4% |
| Participation rate | 93.8% | 68.5%+25.3pp | 74.5%+19.3pp | 69.5%+24.2pp |
| Annual return | 14.04% | 17.07%-3.0pp | 757.66%-743.6pp | 25.83%-11.8pp |
| Employer contribution / active EE | $268 | $2,023-86.8% | $2,637-89.8% | $2,584-89.6% |
| Participant deferral / active EE | $1,126 | $2,927-61.5% | $3,876-70.9% | $4,194-73.1% |
| Admin fee / account holder | $452 | $4,154-89.1% | $6,173-92.7% | $7,856-94.2% |