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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 | $18,249 | $82,674-77.9% | $125,381-85.4% | $68,486-73.4% |
| Participation rate | 96.4% | 75.1%+21.4pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -3.34% | -5.97%+2.6pp | 572.31%-575.6pp | -7.85%+4.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,201 | $6,111+50.6% | $7,448+23.5% | $4,028+128.4% |
| Admin fee / account holder | $4,155 | $6,277-33.8% | $10,007-58.5% | $5,404-23.1% |