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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 | $555 | $94,439-99.4% | $73,658-99.2% | $154,746-99.6% |
| Participation rate | 78.6% | 64.7%+13.9pp | 57.0%+21.5pp | 80.7%-2.1pp |
| Annual return | 8.24% | 28.25%-20.0pp | 29.72%-21.5pp | 172.34%-164.1pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $640 | $2,527-74.7% | $2,062-69.0% | $6,730-90.5% |
| Admin fee / account holder | $366 | $3,843-90.5% | $3,357-89.1% | $14,365-97.5% |