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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 | $3,329 | $157,296-97.9% | $141,191-97.6% | $152,897-97.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $669 | $5,262-87.3% | $4,736-85.9% | $4,764-86.0% |
| Participant deferral / active EE | $3,034 | $7,111-57.3% | $6,710-54.8% | $5,851-48.2% |
| Admin fee / account holder | $12,006 | $12,125-1.0% | $10,264+17.0% | $11,599+3.5% |