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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 | $6,650 | $105,866-93.7% | $90,766-92.7% | $134,545-95.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.03% | -10.99%-8.0pp | -12.16%-6.9pp | 418.37%-437.4pp |
| Employer contribution / active EE | $530 | $3,464-84.7% | $2,922-81.9% | $4,742-88.8% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $660 | $13,938-95.3% | $8,446-92.2% | $11,431-94.2% |