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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 | $14,540 | $82,674-82.4% | $125,363-88.4% | $68,495-78.8% |
| Participation rate | 96.2% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.3pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.15%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,447 | $6,111+54.6% | $7,447+26.9% | $4,028+134.6% |
| Admin fee / account holder | $1,853 | $6,276-70.5% | $10,005-81.5% | $5,403-65.7% |