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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 | $3,188 | $185,312-98.3% | $161,489-98.0% | $154,746-97.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 65.41% | 103.84%-38.4pp | 89.72%-24.3pp | 172.34%-106.9pp |
| Employer contribution / active EE | $194 | $4,769-95.9% | $4,268-95.4% | $4,379-95.6% |
| Participant deferral / active EE | $3,591 | $6,350-43.4% | $5,630-36.2% | $6,730-46.6% |
| Admin fee / account holder | $619 | $18,654-96.7% | $16,006-96.1% | $14,365-95.7% |