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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 | $3,974 | $82,314-95.2% | $68,808-94.2% | $134,532-97.0% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | -20.45% | -2.18%-18.3pp | -6.37%-14.1pp | 418.27%-438.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,945 | $4,740-59.0% | $3,942-50.7% | $6,401-69.6% |
| Admin fee / account holder | $325 | $6,484-95.0% | $4,936-93.4% | $11,429-97.2% |