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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 | $3,785 | $88,585-95.7% | $69,884-94.6% | $134,532-97.2% |
| Participation rate | 90.5% | 74.9%+15.6pp | 70.5%+20.0pp | 81.2%+9.2pp |
| Annual return | -13.82% | 442.80%-456.6pp | 190.81%-204.6pp | 418.27%-432.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,482 | $4,770-48.0% | $3,848-35.5% | $6,401-61.2% |
| Admin fee / account holder | $1,575 | $10,441-84.9% | $6,266-74.9% | $11,429-86.2% |