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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 | $4,960 | $86,050-94.2% | $189,758-97.4% | $94,015-94.7% |
| Participation rate | 89.7% | 68.9%+20.8pp | 79.8%+9.9pp | 70.8%+18.9pp |
| Annual return | 17.25% | 17.77%-0.5pp | 52.62%-35.4pp | 17.84%-0.6pp |
| Employer contribution / active EE | $235 | $2,819-91.7% | $4,767-95.1% | $2,790-91.6% |
| Participant deferral / active EE | $1,769 | $3,349-47.2% | $5,856-69.8% | $4,249-58.4% |
| Admin fee / account holder | $1,038 | $6,627-84.3% | $20,388-94.9% | $8,951-88.4% |