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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 | $4,356 | $165,399-97.4% | $149,745-97.1% | $158,982-97.3% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $894 | $5,105-82.5% | $4,646-80.8% | $4,763-81.2% |
| Participant deferral / active EE | $2,875 | $7,183-60.0% | $6,843-58.0% | $5,983-52.0% |
| Admin fee / account holder | $345 | $10,811-96.8% | $9,312-96.3% | $11,252-96.9% |