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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 | $11,913 | $167,362-92.9% | $143,799-91.7% | $134,532-91.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.20% | 0.47%-13.7pp | -0.04%-13.2pp | 418.27%-431.5pp |
| Employer contribution / active EE | $396 | $5,620-92.9% | $4,952-92.0% | $4,741-91.6% |
| Participant deferral / active EE | $6,153 | $6,447-4.6% | $5,638+9.1% | $6,401-3.9% |
| Admin fee / account holder | $184,988 | $18,094+922.4% | $14,677+1160.4% | $11,429+1518.6% |