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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 | $17,175 | $78,694-78.2% | $67,652-74.6% | $125,389-86.3% |
| Participation rate | 81.8% | 78.8%+3.0pp | 75.7%+6.2pp | 83.2%-1.4pp |
| Annual return | -0.36% | 9.46%-9.8pp | 6625.40%-6625.8pp | 282.24%-282.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,247 | $4,292-24.4% | $3,560-8.8% | $5,352-39.3% |
| Admin fee / account holder | $5,507 | $7,403-25.6% | $4,821+14.2% | $9,541-42.3% |