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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 | $11,186 | $110,083-89.8% | $151,645-92.6% | $68,490-83.7% |
| Participation rate | 81.8% | 84.0%-2.1pp | 87.5%-5.7pp | 67.9%+13.9pp |
| Annual return | -10.88% | -10.12%-0.8pp | 3.34%-14.2pp | -7.85%-3.0pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,777 | $6,526+49.8% | $8,363+16.9% | $4,028+142.7% |
| Admin fee / account holder | $3,468 | $7,718-55.1% | $11,614-70.1% | $5,403-35.8% |