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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 | $3,198 | $90,400-96.5% | $186,193-98.3% | $87,485-96.3% |
| Participation rate | 87.5% | 66.2%+21.3pp | 77.1%+10.4pp | 68.9%+18.6pp |
| Annual return | 14.95% | 22.15%-7.2pp | 78.03%-63.1pp | 26.06%-11.1pp |
| Employer contribution / active EE | $395 | $2,170-81.8% | $3,918-89.9% | $2,596-84.8% |
| Participant deferral / active EE | $1,695 | $4,330-60.9% | $6,513-74.0% | $4,274-60.3% |
| Admin fee / account holder | $936 | $8,673-89.2% | $11,058-91.5% | $7,775-88.0% |