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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 | $13,593 | $100,805-86.5% | $86,698-84.3% | $134,532-89.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.19% | 29.09%-47.3pp | 35.95%-54.1pp | 418.27%-436.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,584 | $5,339+60.8% | $4,656+84.4% | $6,401+34.1% |
| Admin fee / account holder | $765 | $10,925-93.0% | $7,493-89.8% | $11,429-93.3% |