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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 | $12,019 | $105,867-88.6% | $90,760-86.8% | $134,532-91.1% |
| Participation rate | 71.4% | 78.3%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -19.05% | -10.99%-8.1pp | -12.16%-6.9pp | 418.27%-437.3pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,800 | $5,217-46.3% | $4,565-38.7% | $6,401-56.3% |
| Admin fee / account holder | $474 | $13,936-96.6% | $8,444-94.4% | $11,429-95.9% |