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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 | $14,673 | $59,111-75.2% | $86,451-83.0% | $68,490-78.6% |
| Participation rate | 85.0% | 75.2%+9.8pp | 80.3%+4.7pp | 67.9%+17.1pp |
| Annual return | -15.10% | -0.22%-14.9pp | 4398.51%-4413.6pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,639 | $5,900+29.5% | $6,953+9.9% | $4,028+89.7% |
| Admin fee / account holder | $1,795 | $5,640-68.2% | $6,734-73.4% | $5,403-66.8% |