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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 | $4,197 | $77,638-94.6% | $156,551-97.3% | $62,881-93.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 86.65% | 50.33%+36.3pp | 32.23%+54.4pp | 20.14%+66.5pp |
| Employer contribution / active EE | $162 | $3,444-95.3% | $5,501-97.1% | $2,281-92.9% |
| Participant deferral / active EE | $1,005 | $3,046-67.0% | $4,871-79.4% | $3,203-68.6% |
| Admin fee / account holder | $842 | $5,561-84.9% | $13,028-93.5% | $4,296-80.4% |