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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 | $3,251 | $111,814-97.1% | $103,378-96.9% | $145,978-97.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 24.80%-12.7pp | 24.91%-12.8pp | 550.52%-538.4pp |
| Employer contribution / active EE | $564 | $4,215-86.6% | $3,870-85.4% | $4,662-87.9% |
| Participant deferral / active EE | $3,135 | $5,618-44.2% | $5,058-38.0% | $6,690-53.1% |
| Admin fee / account holder | $914 | $9,764-90.6% | $8,401-89.1% | $13,400-93.2% |