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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 | $4,367 | $106,008-95.9% | $92,240-95.3% | $147,586-97.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.47% | 50.05%-31.6pp | 176.29%-157.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $188 | $4,333-95.7% | $3,680-94.9% | $4,876-96.1% |
| Participant deferral / active EE | $1,884 | $4,478-57.9% | $3,897-51.7% | $5,439-65.4% |
| Admin fee / account holder | $517 | $6,333-91.8% | $5,194-90.0% | $10,886-95.2% |