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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 | $5,998 | $93,098-93.6% | $77,081-92.2% | $134,509-95.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -20.63% | 62.63%-83.3pp | 42.33%-63.0pp | 418.13%-438.8pp |
| Employer contribution / active EE | $185 | $3,419-94.6% | $2,813-93.4% | $4,741-96.1% |
| Participant deferral / active EE | $3,007 | $5,239-42.6% | $4,428-32.1% | $6,400-53.0% |
| Admin fee / account holder | $418 | $6,945-94.0% | $5,427-92.3% | $11,427-96.3% |