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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 | $13,708 | $218,893-93.7% | $436,953-96.9% | $233,076-94.1% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -2.81% | -114.98%+112.2pp | -102.04%+99.2pp | -82.66%+79.9pp |
| Employer contribution / active EE | $6,861 | $39,361-82.6% | $36,232-81.1% | $43,771-84.3% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $28,016 | $11,759+138.2% | $12,721+120.2% | $11,204+150.1% |