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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 | $2,156 | $103,008-97.9% | $90,304-97.6% | $152,897-98.6% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.5%+12.3pp |
| Annual return | 18.48% | 95.22%-76.7pp | 78.13%-59.7pp | 345.43%-326.9pp |
| Employer contribution / active EE | $154 | $3,139-95.1% | $2,855-94.6% | $4,764-96.8% |
| Participant deferral / active EE | $788 | $4,281-81.6% | $3,885-79.7% | $5,851-86.5% |
| Admin fee / account holder | $1,163 | $6,175-81.2% | $5,354-78.3% | $11,599-90.0% |