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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 | $3,186 | $100,073-96.8% | $85,126-96.3% | $145,877-97.8% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 0.00% | 84.11%-84.1pp | 66.63%-66.6pp | 551.28%-551.3pp |
| Employer contribution / active EE | $128 | $3,236-96.0% | $2,731-95.3% | $4,663-97.3% |
| Participant deferral / active EE | $1,895 | $5,294-64.2% | $4,523-58.1% | $6,691-71.7% |
| Admin fee / account holder | $334 | $7,261-95.4% | $6,160-94.6% | $13,402-97.5% |