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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 | $5,383 | $134,001-96.0% | $112,258-95.2% | $134,509-96.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -15.59% | 47.15%-62.7pp | 27.47%-43.1pp | 418.13%-433.7pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,163 | $5,291-59.1% | $4,728-54.3% | $6,400-66.2% |
| Admin fee / account holder | $1,121 | $7,491-85.0% | $6,411-82.5% | $11,427-90.2% |