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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 | $11,850 | $82,678-85.7% | $125,391-90.5% | $68,490-82.7% |
| Participation rate | 75.8% | 75.1%+0.7pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -9.34% | -5.97%-3.4pp | 572.41%-581.8pp | -7.85%-1.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,392 | $6,111+37.3% | $7,448+12.7% | $4,028+108.3% |
| Admin fee / account holder | $3,247 | $6,277-48.3% | $10,009-67.6% | $5,403-39.9% |