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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 | $18,175 | $82,674-78.0% | $125,381-85.5% | $68,486-73.5% |
| Participation rate | 94.6% | 75.1%+19.6pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -13.83% | -5.97%-7.9pp | 572.31%-586.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,692 | $6,111+9.5% | $7,448-10.1% | $4,028+66.2% |
| Admin fee / account holder | $839 | $6,277-86.6% | $10,007-91.6% | $5,404-84.5% |