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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 | $3,630 | $97,078-96.3% | $103,065-96.5% | $145,897-97.5% |
| Participation rate | 80.0% | 81.1%-1.1pp | 80.6%-0.6pp | 80.3%-0.3pp |
| Annual return | 10.96% | 25.49%-14.5pp | 23.95%-13.0pp | 552.29%-541.3pp |
| Employer contribution / active EE | $266 | $4,680-94.3% | $4,675-94.3% | $4,663-94.3% |
| Participant deferral / active EE | $2,015 | $6,601-69.5% | $6,625-69.6% | $6,689-69.9% |
| Admin fee / account holder | $464 | $12,505-96.3% | $9,349-95.0% | $13,390-96.5% |