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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 | $619 | $88,754-99.3% | $81,820-99.2% | $145,877-99.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 30.88% | 1031.77%-1000.9pp | 777.93%-747.1pp | 551.28%-520.4pp |
| Employer contribution / active EE | $278 | $3,085-91.0% | $2,915-90.5% | $4,663-94.0% |
| Participant deferral / active EE | $729 | $4,648-84.3% | $4,323-83.1% | $6,691-89.1% |
| Admin fee / account holder | $701 | $8,424-91.7% | $7,391-90.5% | $13,402-94.8% |