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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 | $8,414 | $138,075-93.9% | $123,552-93.2% | $135,379-93.8% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | -4.55% | 153.70%-158.2pp | 119.20%-123.8pp | 519.79%-524.3pp |
| Employer contribution / active EE | $53 | $5,152-99.0% | $4,628-98.9% | $4,779-98.9% |
| Participant deferral / active EE | $4,605 | $6,800-32.3% | $6,426-28.3% | $5,609-17.9% |
| Admin fee / account holder | $3,296 | $10,917-69.8% | $9,285-64.5% | $10,828-69.6% |