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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 | $870 | $162,529-99.5% | $130,788-99.3% | $154,746-99.4% |
| Participation rate | 76.9% | 75.9%+1.1pp | 70.1%+6.8pp | 80.7%-3.8pp |
| Annual return | 14.61% | 510.48%-495.9pp | 386.44%-371.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $644 | $4,808-86.6% | $4,137-84.4% | $6,730-90.4% |
| Admin fee / account holder | $431 | $7,669-94.4% | $6,673-93.5% | $14,365-97.0% |