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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 | $4,085 | $88,672-95.4% | $105,223-96.1% | $82,448-95.0% |
| Participation rate | 86.1% | 67.9%+18.2pp | 75.0%+11.1pp | 68.1%+18.0pp |
| Annual return | 22.20% | 30.86%-8.7pp | 180.65%-158.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $623 | $3,048-79.5% | $3,689-83.1% | $2,551-75.6% |
| Participant deferral / active EE | $2,519 | $4,036-37.6% | $5,072-50.3% | $4,139-39.1% |
| Admin fee / account holder | $598 | $7,146-91.6% | $8,859-93.2% | $7,234-91.7% |