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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 | $14,207 | $129,959-89.1% | $104,301-86.4% | $134,532-89.4% |
| Participation rate | 95.2% | 79.5%+15.7pp | 73.3%+22.0pp | 81.2%+14.0pp |
| Annual return | -18.86% | 42.04%-60.9pp | 24.61%-43.5pp | 418.27%-437.1pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,462 | $5,589+140.8% | $4,626+191.0% | $6,401+110.3% |
| Admin fee / account holder | $384 | $9,325-95.9% | $7,340-94.8% | $11,429-96.6% |