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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 | $270 | $100,203-99.7% | $85,240-99.7% | $145,897-99.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.45% | 84.28%-70.8pp | 66.75%-53.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $123 | $3,242-96.2% | $2,735-95.5% | $4,663-97.4% |
| Participant deferral / active EE | $1,143 | $5,299-78.4% | $4,527-74.8% | $6,689-82.9% |
| Admin fee / account holder | $1,948 | $7,265-73.2% | $6,165-68.4% | $13,390-85.5% |