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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 | $15,357 | $59,107-74.0% | $86,439-82.2% | $68,495-77.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -14.75% | -0.23%-14.5pp | 4395.55%-4410.3pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,611 | $5,901+45.9% | $6,952+23.9% | $4,028+113.8% |
| Admin fee / account holder | $4,880 | $5,637-13.4% | $6,732-27.5% | $5,403-9.7% |