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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 | $18,943 | $451,915-95.8% | $451,915-95.8% | $479,618-96.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 82.6%+17.4pp | 89.3%+10.7pp |
| Annual return | 0.00% | -7.06%+7.1pp | 1.63%-1.6pp | 101.32%-101.3pp |
| Employer contribution / active EE | $0 | $41,041-100.0% | $39,402-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $9,500 | $3,798+150.1% | $3,798+150.1% | $7,699+23.4% |
| Admin fee / account holder | $1,201 | $5,494-78.1% | $5,494-78.1% | $12,520-90.4% |