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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 | $5,140 | $63,953-92.0% | $54,726-90.6% | $135,380-96.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -1.85% | -5.77%+3.9pp | -4.56%+2.7pp | 519.81%-521.7pp |
| Employer contribution / active EE | $1,271 | $4,256-70.1% | $3,449-63.1% | $4,779-73.4% |
| Participant deferral / active EE | $0 | $4,810-100.0% | $3,953-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,244 | $4,567-29.0% | $3,818-15.0% | $10,828-70.0% |