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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 | $6,645 | $90,400-92.6% | $186,193-96.4% | $87,485-92.4% |
| Participation rate | 85.5% | 66.2%+19.4pp | 77.1%+8.4pp | 68.9%+16.6pp |
| Annual return | 20.69% | 22.15%-1.5pp | 78.03%-57.3pp | 26.06%-5.4pp |
| Employer contribution / active EE | $354 | $2,170-83.7% | $3,918-91.0% | $2,596-86.4% |
| Participant deferral / active EE | $1,522 | $4,330-64.8% | $6,513-76.6% | $4,274-64.4% |
| Admin fee / account holder | $866 | $8,673-90.0% | $11,058-92.2% | $7,775-88.9% |