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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 | $3,907 | $95,915-95.9% | $79,580-95.1% | $134,532-97.1% |
| Participation rate | 88.9% | 75.0%+13.8pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -14.02% | -2.71%-11.3pp | 0.15%-14.2pp | 418.27%-432.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,068 | $4,693+8.0% | $3,985+27.2% | $6,401-20.8% |
| Admin fee / account holder | $641 | $9,132-93.0% | $6,835-90.6% | $11,429-94.4% |