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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 | $9,701 | $105,861-90.8% | $90,756-89.3% | $134,509-92.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.66% | -10.99%-7.7pp | -12.16%-6.5pp | 418.13%-436.8pp |
| Employer contribution / active EE | $530 | $3,463-84.7% | $2,922-81.9% | $4,741-88.8% |
| Participant deferral / active EE | $2,118 | $5,217-59.4% | $4,565-53.6% | $6,400-66.9% |
| Admin fee / account holder | $1,910 | $13,938-86.3% | $8,445-77.4% | $11,427-83.3% |