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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 | $8,628 | $101,795-91.5% | $165,100-94.8% | $80,959-89.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 25.83% | 16.73%+9.1pp | 70.21%-44.4pp | 35.67%-9.8pp |
| Employer contribution / active EE | $505 | $2,954-82.9% | $4,348-88.4% | $2,757-81.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,171 | $8,221-85.8% | $12,696-90.8% | $6,925-83.1% |