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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 | $7,307 | $82,674-91.2% | $125,363-94.2% | $68,495-89.3% |
| Participation rate | 78.1% | 75.0%+3.1pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | 0.50% | -5.97%+6.5pp | 572.15%-571.6pp | -7.84%+8.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,527 | $6,111-25.9% | $7,447-39.2% | $4,028+12.4% |
| Admin fee / account holder | $551 | $6,276-91.2% | $10,005-94.5% | $5,403-89.8% |