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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 | $607 | $101,618-99.4% | $93,063-99.3% | $137,256-99.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 116.08% | 223.95%-107.9pp | 34.15%+81.9pp | 220.34%-104.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $786 | $4,279-81.6% | $3,958-80.2% | $6,407-87.7% |
| Admin fee / account holder | $311 | $6,198-95.0% | $6,033-94.9% | $12,270-97.5% |