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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 | $12,093 | $71,872-83.2% | $86,691-86.1% | $68,495-82.3% |
| Participation rate | 95.7% | 72.2%+23.5pp | 76.6%+19.2pp | 67.9%+27.9pp |
| Annual return | -18.65% | 3.53%-22.2pp | 35.94%-54.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,171 | $3,779+89.8% | $4,656+54.0% | $4,028+78.1% |
| Admin fee / account holder | $2,227 | $6,112-63.6% | $7,492-70.3% | $5,403-58.8% |