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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 | $18,275 | $82,678-77.9% | $125,391-85.4% | $68,490-73.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -16.42% | -5.97%-10.5pp | 572.41%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,681 | $6,111+107.5% | $7,448+70.3% | $4,028+214.8% |
| Admin fee / account holder | $3,768 | $6,277-40.0% | $10,009-62.4% | $5,403-30.3% |