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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 | $11,972 | $100,805-88.1% | $86,698-86.2% | $134,532-91.1% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -15.08% | 29.09%-44.2pp | 35.95%-51.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,409 | $5,339-36.2% | $4,656-26.8% | $6,401-46.7% |
| Admin fee / account holder | $4,008 | $10,925-63.3% | $7,493-46.5% | $11,429-64.9% |