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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 | $21,188 | $82,028-74.2% | $123,105-82.8% | $59,633-64.5% |
| Participation rate | 82.2% | 83.2%-1.0pp | 86.8%-4.6pp | 68.7%+13.6pp |
| Annual return | -0.34% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,230 | $4,667-52.2% | $6,229-64.2% | $3,192-30.1% |
| Admin fee / account holder | $9,733 | $5,879+65.6% | $9,014+8.0% | $4,297+126.5% |