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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 | $10,794 | $82,678-86.9% | $125,391-91.4% | $68,490-84.2% |
| Participation rate | 93.0% | 75.1%+18.0pp | 82.4%+10.6pp | 67.9%+25.1pp |
| Annual return | -18.29% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,356 | $6,111-28.7% | $7,448-41.5% | $4,028+8.1% |
| Admin fee / account holder | $1,253 | $6,277-80.0% | $10,009-87.5% | $5,403-76.8% |