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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 | $10,967 | $82,678-86.7% | $125,391-91.3% | $68,490-84.0% |
| Participation rate | 96.4% | 75.1%+21.4pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -18.43% | -5.97%-12.5pp | 572.41%-590.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,221 | $6,111-14.6% | $7,448-29.9% | $4,028+29.6% |
| Admin fee / account holder | $628 | $6,277-90.0% | $10,009-93.7% | $5,403-88.4% |