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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 | $8,642 | $211,946-95.9% | $169,452-94.9% | $135,380-93.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -2.29% | 3.26%-5.6pp | 1.83%-4.1pp | 519.81%-522.1pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,729 | $6,075-71.5% | $5,277-67.2% | $5,609-69.2% |
| Admin fee / account holder | $2,092 | $11,472-81.8% | $9,110-77.0% | $10,828-80.7% |