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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 | $3,206 | $109,967-97.1% | $97,197-96.7% | $145,877-97.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 7.75% | 244.27%-236.5pp | 75.47%-67.7pp | 551.28%-543.5pp |
| Employer contribution / active EE | -$485 | $3,077-115.8% | $2,723-117.8% | $4,663-110.4% |
| Participant deferral / active EE | $2,330 | $4,676-50.2% | $4,263-45.4% | $6,691-65.2% |
| Admin fee / account holder | $880 | $6,199-85.8% | $5,637-84.4% | $13,402-93.4% |