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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 | $9,702 | $82,674-88.3% | $125,363-92.3% | $68,495-85.8% |
| Participation rate | 96.6% | 75.0%+21.6pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -13.17% | -5.97%-7.2pp | 572.15%-585.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $394 | $3,382-88.3% | $4,815-91.8% | $2,596-84.8% |
| Participant deferral / active EE | $2,634 | $6,111-56.9% | $7,447-64.6% | $4,028-34.6% |
| Admin fee / account holder | $1,291 | $6,276-79.4% | $10,005-87.1% | $5,403-76.1% |