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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 | $11,407 | $82,678-86.2% | $125,391-90.9% | $68,490-83.3% |
| Participation rate | 80.4% | 75.1%+5.4pp | 82.4%-1.9pp | 67.9%+12.5pp |
| Annual return | -16.44% | -5.97%-10.5pp | 572.41%-588.9pp | -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 | $4,942 | $6,111-19.1% | $7,448-33.7% | $4,028+22.7% |
| Admin fee / account holder | $1,085 | $6,277-82.7% | $10,009-89.2% | $5,403-79.9% |