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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 | $4,538 | $183,539-97.5% | $155,556-97.1% | $145,897-96.9% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 9.45% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $3 | $5,315-100.0% | $4,675-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $2,170 | $6,467-66.4% | $5,631-61.5% | $6,689-67.6% |
| Admin fee / account holder | $393 | $19,275-98.0% | $15,885-97.5% | $13,390-97.1% |