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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 | $109,967-97.2% | $97,197-96.8% | $145,877-97.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.53% | 244.27%-233.7pp | 75.47%-64.9pp | 551.28%-540.8pp |
| Employer contribution / active EE | $256 | $3,077-91.7% | $2,723-90.6% | $4,663-94.5% |
| Participant deferral / active EE | $2,792 | $4,676-40.3% | $4,263-34.5% | $6,691-58.3% |
| Admin fee / account holder | $2,265 | $6,199-63.5% | $5,637-59.8% | $13,402-83.1% |