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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 | $9,325 | $95,915-90.3% | $79,580-88.3% | $134,532-93.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -20.44% | -2.71%-17.7pp | 0.15%-20.6pp | 418.27%-438.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,726 | $4,693-63.2% | $3,985-56.7% | $6,401-73.0% |
| Admin fee / account holder | $992 | $9,132-89.1% | $6,835-85.5% | $11,429-91.3% |