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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 | $49,054 | $276,582-82.3% | $1,035,159-95.3% | $233,076-79.0% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | -4.25% | -68.32%+64.1pp | -61.72%+57.5pp | -82.67%+78.4pp |
| Employer contribution / active EE | $1,577 | $50,529-96.9% | $47,703-96.7% | $43,771-96.4% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $418 | $5,930-93.0% | $5,792-92.8% | $11,204-96.3% |