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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 | $291 | $102,938-99.7% | $94,105-99.7% | $138,895-99.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 26.05% | 250.28%-224.2pp | 204.55%-178.5pp | 145.39%-119.3pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $672 | $4,196-84.0% | $3,881-82.7% | $6,396-89.5% |
| Admin fee / account holder | $732 | $6,600-88.9% | $6,199-88.2% | $12,562-94.2% |