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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 | $12,883 | $69,012-81.3% | $160,009-91.9% | $68,486-81.2% |
| Participation rate | 74.7% | 65.4%+9.3pp | 78.0%-3.3pp | 67.9%+6.8pp |
| Annual return | -13.22% | -9.65%-3.6pp | 408.85%-422.1pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,068 | $4,212+44.1% | $6,183-1.9% | $4,028+50.7% |
| Admin fee / account holder | $2,283 | $4,798-52.4% | $8,715-73.8% | $5,404-57.8% |