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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 | $5,475 | $129,959-95.8% | $104,301-94.8% | $134,532-95.9% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -19.71% | 42.04%-61.8pp | 24.61%-44.3pp | 418.27%-438.0pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,093 | $5,589-44.7% | $4,626-33.1% | $6,401-51.7% |
| Admin fee / account holder | $561 | $9,325-94.0% | $7,340-92.4% | $11,429-95.1% |