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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 | $13,630 | $82,674-83.5% | $125,381-89.1% | $68,486-80.1% |
| Participation rate | 93.7% | 75.1%+18.6pp | 82.4%+11.3pp | 67.9%+25.8pp |
| Annual return | -6.11% | -5.97%-0.1pp | 572.31%-578.4pp | -7.85%+1.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,904 | $6,111-3.4% | $7,448-20.7% | $4,028+46.6% |
| Admin fee / account holder | $967 | $6,277-84.6% | $10,007-90.3% | $5,404-82.1% |