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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 | $1,257 | $127,387-99.0% | $115,038-98.9% | $125,389-99.0% |
| Participation rate | 94.1% | 84.2%+10.0pp | 81.4%+12.8pp | 83.2%+10.9pp |
| Annual return | 5.67% | 31.28%-25.6pp | 26.14%-20.5pp | 282.24%-276.6pp |
| Employer contribution / active EE | $277 | $5,166-94.6% | $4,608-94.0% | $4,866-94.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $372 | $9,516-96.1% | $8,175-95.5% | $9,541-96.1% |