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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 | $8,160 | $133,981-93.9% | $112,249-92.7% | $134,532-93.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -17.67% | 47.16%-64.8pp | 27.48%-45.1pp | 418.27%-435.9pp |
| Employer contribution / active EE | $444 | $4,040-89.0% | $3,636-87.8% | $4,741-90.6% |
| Participant deferral / active EE | $2,917 | $5,292-44.9% | $4,729-38.3% | $6,401-54.4% |
| Admin fee / account holder | $1,512 | $7,492-79.8% | $6,412-76.4% | $11,429-86.8% |