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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 | $11,701 | $167,362-93.0% | $143,799-91.9% | $134,532-91.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.66% | 0.47%-17.1pp | -0.04%-16.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $970 | $5,620-82.7% | $4,952-80.4% | $4,741-79.5% |
| Participant deferral / active EE | $2,158 | $6,447-66.5% | $5,638-61.7% | $6,401-66.3% |
| Admin fee / account holder | $5,144 | $18,094-71.6% | $14,677-65.0% | $11,429-55.0% |