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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 | $3,102 | $110,337-97.2% | $102,383-97.0% | $145,877-97.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.79% | 24.83%-14.0pp | 24.94%-14.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $77 | $4,216-98.2% | $3,870-98.0% | $4,663-98.4% |
| Participant deferral / active EE | $2,047 | $5,621-63.6% | $5,060-59.5% | $6,691-69.4% |
| Admin fee / account holder | $888 | $9,750-90.9% | $8,391-89.4% | $13,402-93.4% |