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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 | $5,997 | $125,190-95.2% | $105,624-94.3% | $145,897-95.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.00% | 225.22%-213.2pp | 116.20%-104.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $83 | $3,720-97.8% | $3,168-97.4% | $4,663-98.2% |
| Participant deferral / active EE | $3,618 | $5,716-36.7% | $5,013-27.8% | $6,689-45.9% |
| Admin fee / account holder | $489 | $17,138-97.1% | $10,961-95.5% | $13,390-96.3% |