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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 | $3,946 | $82,674-95.2% | $125,381-96.9% | $68,486-94.2% |
| Participation rate | 94.1% | 75.1%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | 9.43% | -5.97%+15.4pp | 572.31%-562.9pp | -7.85%+17.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,051 | $6,111+31.7% | $7,448+8.1% | $4,028+99.9% |
| Admin fee / account holder | $1,344 | $6,277-78.6% | $10,007-86.6% | $5,404-75.1% |