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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 | $5,224 | $93,117-94.4% | $77,096-93.2% | $134,532-96.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.5pp |
| Annual return | -20.29% | 62.67%-83.0pp | 42.35%-62.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,594 | $5,241-50.5% | $4,429-41.4% | $6,401-59.5% |
| Admin fee / account holder | $431 | $6,948-93.8% | $5,428-92.1% | $11,429-96.2% |