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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 | $12,576 | $92,219-86.4% | $76,768-83.6% | $135,379-90.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.25% | 5.46%-12.7pp | 2.43%-9.7pp | 519.79%-527.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,988 | $4,508+143.7% | $3,852+185.3% | $5,609+95.9% |
| Admin fee / account holder | $2,465 | $10,749-77.1% | $6,675-63.1% | $10,828-77.2% |