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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 | $17,541 | $82,674-78.8% | $125,381-86.0% | $68,486-74.4% |
| Participation rate | 88.4% | 75.1%+13.3pp | 82.4%+6.0pp | 67.9%+20.5pp |
| Annual return | -11.91% | -5.97%-5.9pp | 572.31%-584.2pp | -7.85%-4.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $15,553 | $6,111+154.5% | $7,448+108.8% | $4,028+286.2% |
| Admin fee / account holder | $4,826 | $6,277-23.1% | $10,007-51.8% | $5,404-10.7% |