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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 | $8,141 | $95,193-91.4% | $76,523-89.4% | $135,382-94.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -4.62% | 4.85%-9.5pp | -0.27%-4.4pp | 519.77%-524.4pp |
| Employer contribution / active EE | $14 | $3,302-99.6% | $2,647-99.5% | $4,779-99.7% |
| Participant deferral / active EE | $1,047 | $4,639-77.4% | $3,835-72.7% | $5,609-81.3% |
| Admin fee / account holder | $393 | $6,249-93.7% | $4,848-91.9% | $10,829-96.4% |