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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 | $78,690-93.7% | $161,489-96.9% | $87,485-94.3% |
| Participation rate | 89.7% | 67.5%+22.3pp | 78.7%+11.0pp | 68.9%+20.8pp |
| Annual return | 17.25% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $235 | $2,588-90.9% | $4,268-94.5% | $2,596-90.9% |
| Participant deferral / active EE | $1,769 | $3,311-46.6% | $5,630-68.6% | $4,274-58.6% |
| Admin fee / account holder | $1,038 | $6,724-84.6% | $16,006-93.5% | $7,775-86.7% |