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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 | $5,315 | $211,946-97.5% | $169,452-96.9% | $135,380-96.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.19% | 3.26%-8.5pp | 1.83%-7.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,485 | $6,075-59.1% | $5,277-52.9% | $5,609-55.7% |
| Admin fee / account holder | $861 | $11,472-92.5% | $9,110-90.5% | $10,828-92.0% |