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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 | $11,270 | $82,678-86.4% | $125,391-91.0% | $68,490-83.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,113 | $6,111+16.4% | $7,448-4.5% | $4,028+76.6% |
| Admin fee / account holder | $1,997 | $6,277-68.2% | $10,009-80.0% | $5,403-63.0% |