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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 | $18,248 | $142,392-87.2% | $119,622-84.7% | $134,532-86.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.14% | -12.46%+0.3pp | -14.98%+2.8pp | 418.27%-430.4pp |
| Employer contribution / active EE | $736 | $5,224-85.9% | $4,232-82.6% | $4,741-84.5% |
| Participant deferral / active EE | $3,017 | $6,467-53.4% | $5,601-46.1% | $6,401-52.9% |
| Admin fee / account holder | $9,423 | $13,593-30.7% | $10,328-8.8% | $11,429-17.5% |