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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 | $3,114 | $110,093-97.2% | $97,295-96.8% | $145,897-97.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.53% | 244.76%-234.2pp | 75.62%-65.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $256 | $3,077-91.7% | $2,723-90.6% | $4,663-94.5% |
| Participant deferral / active EE | $2,792 | $4,678-40.3% | $4,264-34.5% | $6,689-58.3% |
| Admin fee / account holder | $2,265 | $6,212-63.5% | $5,646-59.9% | $13,390-83.1% |