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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 | $4,289 | $124,330-96.6% | $109,173-96.1% | $167,536-97.4% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $629 | $4,209-85.1% | $3,723-83.1% | $4,839-87.0% |
| Participant deferral / active EE | $2,725 | $5,256-48.2% | $4,654-41.4% | $6,342-57.0% |
| Admin fee / account holder | $405 | $7,974-94.9% | $6,755-94.0% | $12,315-96.7% |