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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 | $7,991 | $64,719-87.7% | $112,249-92.9% | $68,486-88.3% |
| Participation rate | 76.7% | 67.2%+9.5pp | 75.1%+1.6pp | 67.9%+8.8pp |
| Annual return | 88.04% | -11.40%+99.4pp | 27.48%+60.6pp | -7.85%+95.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,670 | $3,565+143.2% | $4,729+83.3% | $4,028+115.3% |
| Admin fee / account holder | $2,331 | $5,232-55.4% | $6,412-63.6% | $5,404-56.9% |