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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 | $11,126 | $105,853-89.5% | $90,752-87.7% | $134,493-91.7% |
| Participation rate | 78.9% | 78.2%+0.7pp | 75.7%+3.3pp | 81.2%-2.3pp |
| Annual return | -18.78% | -10.99%-7.8pp | -12.16%-6.6pp | 418.01%-436.8pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,483 | $5,216+24.3% | $4,564+42.0% | $6,400+1.3% |
| Admin fee / account holder | $692 | $13,938-95.0% | $8,446-91.8% | $11,425-93.9% |