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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 | $11,916 | $82,674-85.6% | $125,381-90.5% | $68,486-82.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 3.94% | -5.97%+9.9pp | 572.31%-568.4pp | -7.85%+11.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,816 | $6,111+44.3% | $7,448+18.4% | $4,028+118.9% |
| Admin fee / account holder | $4,227 | $6,277-32.7% | $10,007-57.8% | $5,404-21.8% |