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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 | $9,533 | $134,001-92.9% | $112,258-91.5% | $134,509-92.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.82% | 47.15%-63.0pp | 27.47%-43.3pp | 418.13%-434.0pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,819 | $5,291+199.0% | $4,728+234.5% | $6,400+147.2% |
| Admin fee / account holder | $12,766 | $7,491+70.4% | $6,411+99.1% | $11,427+11.7% |