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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 | $3,259 | $225,673-98.6% | $203,872-98.4% | $155,188-97.9% |
| Participation rate | 76.9% | 80.3%-3.4pp | 77.8%-0.9pp | 80.8%-3.9pp |
| Annual return | 17.61% | 95.91%-78.3pp | 85.11%-67.5pp | 148.84%-131.2pp |
| Employer contribution / active EE | $52 | $4,099-98.7% | $3,757-98.6% | $4,248-98.8% |
| Participant deferral / active EE | $1,226 | $6,893-82.2% | $6,388-80.8% | $6,531-81.2% |
| Admin fee / account holder | $511 | $12,327-95.9% | $11,730-95.6% | $14,480-96.5% |