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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 | $8,565 | $82,674-89.6% | $125,381-93.2% | $68,486-87.5% |
| Participation rate | 75.9% | 75.1%+0.9pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -16.52% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,189 | $6,111+1.3% | $7,448-16.9% | $4,028+53.7% |
| Admin fee / account holder | $1,686 | $6,277-73.1% | $10,007-83.2% | $5,404-68.8% |