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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 | $14,412 | $82,674-82.6% | $125,381-88.5% | $68,486-79.0% |
| Participation rate | 95.9% | 75.1%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | 0.29% | -5.97%+6.3pp | 572.31%-572.0pp | -7.85%+8.1pp |
| Employer contribution / active EE | $1 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,226 | $6,111+51.0% | $7,448+23.9% | $4,028+129.1% |
| Admin fee / account holder | $756 | $6,277-88.0% | $10,007-92.4% | $5,404-86.0% |