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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 | $3,982 | $82,288-95.2% | $68,794-94.2% | $134,509-97.0% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -13.43% | -2.19%-11.2pp | -6.37%-7.1pp | 418.13%-431.6pp |
| Employer contribution / active EE | $234 | $3,301-92.9% | $2,656-91.2% | $4,741-95.1% |
| Participant deferral / active EE | $1,240 | $4,738-73.8% | $3,941-68.5% | $6,400-80.6% |
| Admin fee / account holder | $387 | $6,482-94.0% | $4,934-92.2% | $11,427-96.6% |