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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 | $3,528 | $140,578-97.5% | $100,671-96.5% | $125,389-97.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.40% | 24.67%-28.1pp | 20.43%-23.8pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,207 | $3,981+55.9% | $3,144+97.5% | $5,352+16.0% |
| Admin fee / account holder | $3,721 | $6,716-44.6% | $4,850-23.3% | $9,541-61.0% |