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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 | $8,769 | $82,678-89.4% | $125,391-93.0% | $68,490-87.2% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -18.34% | -5.97%-12.4pp | 572.41%-590.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,742 | $6,111-22.4% | $7,448-36.3% | $4,028+17.7% |
| Admin fee / account holder | $1,237 | $6,277-80.3% | $10,009-87.6% | $5,403-77.1% |