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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 | $8,773 | $133,981-93.5% | $112,249-92.2% | $134,532-93.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.21% | 47.16%-58.4pp | 27.48%-38.7pp | 418.27%-429.5pp |
| Employer contribution / active EE | $625 | $4,040-84.5% | $3,636-82.8% | $4,741-86.8% |
| Participant deferral / active EE | $2,026 | $5,292-61.7% | $4,729-57.2% | $6,401-68.4% |
| Admin fee / account holder | $738 | $7,492-90.1% | $6,412-88.5% | $11,429-93.5% |