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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 | $13,147 | $142,361-90.8% | $119,608-89.0% | $134,509-90.2% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -19.64% | -12.46%-7.2pp | -14.98%-4.7pp | 418.13%-437.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,941 | $6,468-54.5% | $5,601-47.5% | $6,400-54.0% |
| Admin fee / account holder | $2,109 | $13,588-84.5% | $10,326-79.6% | $11,427-81.5% |