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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 | $13,199 | $44,850-70.6% | $60,547-78.2% | $59,633-77.9% |
| Participation rate | 78.7% | 59.5%+19.2pp | 68.0%+10.8pp | 68.7%+10.1pp |
| Annual return | -2.39% | 1074.14%-1076.5pp | 335.64%-338.0pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $933 | $2,230-58.1% | $3,328-72.0% | $3,192-70.8% |
| Admin fee / account holder | $2,104 | $3,635-42.1% | $4,536-53.6% | $4,297-51.0% |