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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 | $3,647 | $91,179-96.0% | $178,499-98.0% | $79,852-95.4% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 109.65% | 24.19%+85.5pp | 151.10%-41.5pp | 31.72%+77.9pp |
| Employer contribution / active EE | $265 | $3,256-91.9% | $5,011-94.7% | $2,471-89.3% |
| Participant deferral / active EE | $1,222 | $3,236-62.2% | $5,202-76.5% | $3,740-67.3% |
| Admin fee / account holder | $528 | $6,749-92.2% | $13,986-96.2% | $5,306-90.1% |