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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 | $973 | $72,071-98.6% | $68,368-98.6% | $137,256-99.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 34.27% | 353.14%-318.9pp | 292.57%-258.3pp | 220.34%-186.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,326 | $4,410-69.9% | $4,123-67.8% | $6,407-79.3% |
| Admin fee / account holder | $552 | $5,336-89.6% | $5,150-89.3% | $12,270-95.5% |