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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 | $2,263 | $110,039-97.9% | $97,260-97.7% | $145,884-98.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 10.69% | 244.44%-233.8pp | 75.54%-64.9pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $859 | $4,674-81.6% | $4,262-79.8% | $6,690-87.2% |
| Admin fee / account holder | $352 | $6,204-94.3% | $5,640-93.8% | $13,392-97.4% |