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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 | $7,572 | $142,409-94.7% | $119,634-93.7% | $134,545-94.4% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -11.72% | -12.46%+0.7pp | -14.98%+3.3pp | 418.37%-430.1pp |
| Employer contribution / active EE | $25 | $5,224-99.5% | $4,232-99.4% | $4,742-99.5% |
| Participant deferral / active EE | $8,709 | $6,468+34.6% | $5,601+55.5% | $6,401+36.1% |
| Admin fee / account holder | $4,132 | $13,594-69.6% | $10,329-60.0% | $11,431-63.9% |