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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 | $10,308 | $59,116-82.6% | $86,438-88.1% | $68,486-84.9% |
| Participation rate | 79.0% | 75.2%+3.8pp | 80.3%-1.3pp | 67.9%+11.1pp |
| Annual return | -10.16% | -0.23%-9.9pp | 4397.19%-4407.4pp | -7.85%-2.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,608 | $5,902+28.9% | $6,952+9.4% | $4,028+88.9% |
| Admin fee / account holder | $520 | $5,639-90.8% | $6,733-92.3% | $5,404-90.4% |