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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 | $4,536 | $95,915-95.3% | $79,580-94.3% | $134,532-96.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -14.95% | -2.71%-12.2pp | 0.15%-15.1pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,249 | $4,693-52.1% | $3,985-43.6% | $6,401-64.9% |
| Admin fee / account holder | $1,616 | $9,132-82.3% | $6,835-76.4% | $11,429-85.9% |