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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 | $5,731 | $167,533-96.6% | $151,645-96.2% | $134,545-95.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.42% | 7.81%-20.2pp | 3.34%-15.8pp | 418.37%-430.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,866 | $8,985-34.7% | $8,363-29.9% | $6,401-8.4% |
| Admin fee / account holder | $1,813 | $13,781-86.8% | $11,614-84.4% | $11,431-84.1% |