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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 | $3,047 | $175,231-98.3% | $149,696-98.0% | $139,466-97.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.21% | 166.77%-153.6pp | 134.46%-121.2pp | 373.66%-360.5pp |
| Employer contribution / active EE | $792 | $5,478-85.5% | $4,821-83.6% | $4,754-83.3% |
| Participant deferral / active EE | $3,026 | $6,521-53.6% | $5,682-46.7% | $6,712-54.9% |
| Admin fee / account holder | $4,161 | $16,155-74.2% | $13,212-68.5% | $11,409-63.5% |