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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 | $975 | $108,882-99.1% | $96,754-99.0% | $154,746-99.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 10.70% | 98.39%-87.7pp | 82.04%-71.3pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,178 | $5,323-77.9% | $4,758-75.3% | $6,730-82.5% |
| Admin fee / account holder | $1,172 | $10,200-88.5% | $8,905-86.8% | $14,365-91.8% |