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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 | $697 | $107,809-99.4% | $90,657-99.2% | $135,379-99.5% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.0%+7.8pp | 82.6%-0.8pp |
| Annual return | 0.43% | -0.90%+1.3pp | 1.89%-1.5pp | 519.79%-519.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,338 | $3,872-65.4% | $3,424-60.9% | $5,609-76.1% |
| Admin fee / account holder | $1,570 | $5,931-73.5% | $4,994-68.6% | $10,828-85.5% |