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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 | $4,919 | $77,908-93.7% | $149,696-96.7% | $75,173-93.5% |
| Participation rate | 74.2% | 65.6%+8.6pp | 78.8%-4.6pp | 67.2%+7.0pp |
| Annual return | 33.73% | 31.73%+2.0pp | 134.46%-100.7pp | 160.72%-127.0pp |
| Employer contribution / active EE | $82 | $3,138-97.4% | $4,821-98.3% | $2,671-96.9% |
| Participant deferral / active EE | $3,766 | $3,411+10.4% | $5,682-33.7% | $4,126-8.7% |
| Admin fee / account holder | $1,634 | $5,950-72.5% | $13,212-87.6% | $5,651-71.1% |