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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 | $6,949 | $49,177-85.9% | $79,476-91.3% | $64,181-89.2% |
| Participation rate | 78.4% | 65.0%+13.3pp | 73.3%+5.0pp | 69.6%+8.8pp |
| Annual return | -5.56% | -1.16%-4.4pp | 718.21%-723.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $195 | $2,076-90.6% | $2,800-93.0% | $2,381-91.8% |
| Participant deferral / active EE | $1,416 | $2,821-49.8% | $3,704-61.8% | $3,470-59.2% |
| Admin fee / account holder | $1,941 | $3,839-49.4% | $5,113-62.0% | $4,887-60.3% |