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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 | $10,212 | $75,832-86.5% | $147,617-93.1% | $59,633-82.9% |
| Participation rate | 80.3% | 71.6%+8.7pp | 84.6%-4.3pp | 68.7%+11.6pp |
| Annual return | -1.65% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $74 | $3,485-97.9% | $5,564-98.7% | $2,203-96.7% |
| Participant deferral / active EE | $2,745 | $3,131-12.3% | $4,895-43.9% | $3,192-14.0% |
| Admin fee / account holder | $1,039 | $5,986-82.6% | $11,612-91.1% | $4,297-75.8% |