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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 | $7,649 | $134,001-94.3% | $112,258-93.2% | $134,509-94.3% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -11.95% | 47.15%-59.1pp | 27.47%-39.4pp | 418.13%-430.1pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,465 | $5,291-53.4% | $4,728-47.9% | $6,400-61.5% |
| Admin fee / account holder | $2,012 | $7,491-73.1% | $6,411-68.6% | $11,427-82.4% |