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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 | $8,579 | $167,362-94.9% | $143,799-94.0% | $134,532-93.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.85% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $581 | $5,620-89.7% | $4,952-88.3% | $4,741-87.8% |
| Participant deferral / active EE | $2,270 | $6,447-64.8% | $5,638-59.7% | $6,401-64.5% |
| Admin fee / account holder | $1,349 | $18,094-92.5% | $14,677-90.8% | $11,429-88.2% |