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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 | $3,952 | $107,363-96.3% | $92,909-95.7% | $152,897-97.4% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 25.14% | 145.63%-120.5pp | 109.44%-84.3pp | 345.43%-320.3pp |
| Employer contribution / active EE | $374 | $4,222-91.1% | $3,653-89.8% | $4,764-92.2% |
| Participant deferral / active EE | $1,869 | $4,848-61.4% | $4,238-55.9% | $5,851-68.1% |
| Admin fee / account holder | $919 | $7,082-87.0% | $5,795-84.1% | $11,599-92.1% |