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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 | $1,110 | $156,398-99.3% | $147,318-99.2% | $138,895-99.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 42.64% | 78.75%-36.1pp | 70.43%-27.8pp | 145.39%-102.8pp |
| Employer contribution / active EE | $240 | $4,853-95.1% | $4,593-94.8% | $4,194-94.3% |
| Participant deferral / active EE | $3,000 | $8,237-63.6% | $7,906-62.1% | $6,396-53.1% |
| Admin fee / account holder | $3,026 | $14,976-79.8% | $13,708-77.9% | $12,562-75.9% |