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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 | $25,230 | $218,893-88.5% | $436,953-94.2% | $233,076-89.2% |
| Participation rate | 93.3% | 49.9%+43.4pp | 44.2%+49.2pp | 46.4%+47.0pp |
| Annual return | -6.34% | -114.99%+108.6pp | -102.04%+95.7pp | -82.67%+76.3pp |
| Employer contribution / active EE | $6,674 | $39,361-83.0% | $36,232-81.6% | $43,771-84.8% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $918 | $11,759-92.2% | $12,721-92.8% | $11,204-91.8% |