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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 | $7,440 | $82,678-91.0% | $125,391-94.1% | $68,490-89.1% |
| Participation rate | 83.0% | 75.1%+7.9pp | 82.4%+0.6pp | 67.9%+15.1pp |
| Annual return | -8.21% | -5.97%-2.2pp | 572.41%-580.6pp | -7.85%-0.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,342 | $6,111-29.0% | $7,448-41.7% | $4,028+7.8% |
| Admin fee / account holder | $486 | $6,277-92.3% | $10,009-95.1% | $5,403-91.0% |