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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 | $9,093 | $82,674-89.0% | $125,381-92.7% | $68,486-86.7% |
| Participation rate | 74.2% | 75.1%-0.9pp | 82.4%-8.2pp | 67.9%+6.3pp |
| Annual return | 8.72% | -5.97%+14.7pp | 572.31%-563.6pp | -7.85%+16.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,506 | $6,111-42.6% | $7,448-52.9% | $4,028-13.0% |
| Admin fee / account holder | $6,757 | $6,277+7.6% | $10,007-32.5% | $5,404+25.0% |