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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 | $2,943 | $208,088-98.6% | $186,193-98.4% | $154,746-98.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 24.96% | 89.97%-65.0pp | 78.03%-53.1pp | 172.34%-147.4pp |
| Employer contribution / active EE | $72 | $4,340-98.3% | $3,918-98.2% | $4,379-98.4% |
| Participant deferral / active EE | $3,603 | $7,078-49.1% | $6,513-44.7% | $6,730-46.5% |
| Admin fee / account holder | $2,304 | $11,698-80.3% | $11,058-79.2% | $14,365-84.0% |