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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 | $10,357 | $52,911-80.4% | $73,309-85.9% | $59,633-82.6% |
| Participation rate | 86.8% | 68.2%+18.6pp | 74.9%+11.9pp | 68.7%+18.2pp |
| Annual return | -1.59% | 12.20%-13.8pp | 5.67%-7.3pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,352 | $4,069+31.5% | $4,991+7.2% | $3,192+67.7% |
| Admin fee / account holder | $648 | $3,835-83.1% | $5,635-88.5% | $4,297-84.9% |