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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 | $6,726 | $289,211-97.7% | $260,467-97.4% | $198,609-96.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 18.16% | 112.90%-94.7pp | 100.60%-82.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $13 | $4,663-99.7% | $4,239-99.7% | $5,055-99.7% |
| Participant deferral / active EE | $2,545 | $6,812-62.6% | $6,319-59.7% | $6,977-63.5% |
| Admin fee / account holder | $554 | $16,236-96.6% | $15,461-96.4% | $19,030-97.1% |