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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 | $8,970 | $105,867-91.5% | $90,760-90.1% | $134,532-93.3% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -19.99% | -10.99%-9.0pp | -12.16%-7.8pp | 418.27%-438.3pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,791 | $5,217-46.5% | $4,565-38.9% | $6,401-56.4% |
| Admin fee / account holder | $674 | $13,936-95.2% | $8,444-92.0% | $11,429-94.1% |