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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 | $9,209 | $57,352-83.9% | $83,831-89.0% | $64,173-85.6% |
| Participation rate | 70.0% | 68.6%+1.4pp | 76.1%-6.1pp | 69.6%+0.4pp |
| Annual return | -8.26% | 11.38%-19.6pp | 850.99%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,095 | $2,993-30.0% | $4,082-48.7% | $3,470-39.6% |
| Admin fee / account holder | $1,360 | $4,046-66.4% | $5,479-75.2% | $4,887-72.2% |