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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 | $7,384 | $134,001-94.5% | $112,258-93.4% | $134,509-94.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.94% | 47.15%-61.1pp | 27.47%-41.4pp | 418.13%-432.1pp |
| Employer contribution / active EE | $566 | $4,039-86.0% | $3,636-84.4% | $4,741-88.1% |
| Participant deferral / active EE | $1,573 | $5,291-70.3% | $4,728-66.7% | $6,400-75.4% |
| Admin fee / account holder | $1,526 | $7,491-79.6% | $6,411-76.2% | $11,427-86.6% |