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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 | $9,917 | $167,353-94.1% | $143,797-93.1% | $134,545-92.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -19.85% | 0.48%-20.3pp | -0.04%-19.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $682 | $5,620-87.9% | $4,952-86.2% | $4,742-85.6% |
| Participant deferral / active EE | $2,591 | $6,447-59.8% | $5,638-54.1% | $6,401-59.5% |
| Admin fee / account holder | $389 | $18,096-97.8% | $14,679-97.3% | $11,431-96.6% |