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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 | $9,566 | $134,001-92.9% | $112,258-91.5% | $134,509-92.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.73% | 47.15%-63.9pp | 27.47%-44.2pp | 418.13%-434.9pp |
| Employer contribution / active EE | $793 | $4,039-80.4% | $3,636-78.2% | $4,741-83.3% |
| Participant deferral / active EE | $4,486 | $5,291-15.2% | $4,728-5.1% | $6,400-29.9% |
| Admin fee / account holder | $1,312 | $7,491-82.5% | $6,411-79.5% | $11,427-88.5% |