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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 | $8,794 | $77,816-88.7% | $123,552-92.9% | $64,173-86.3% |
| Participation rate | 76.0% | 74.7%+1.3pp | 82.3%-6.3pp | 69.6%+6.4pp |
| Annual return | -6.61% | 12.49%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,855 | $5,240-45.5% | $6,426-55.6% | $3,470-17.7% |
| Admin fee / account holder | $1,582 | $5,519-71.3% | $9,285-83.0% | $4,887-67.6% |