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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 | $9,934 | $59,116-83.2% | $86,438-88.5% | $68,486-85.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -18.05% | -0.23%-17.8pp | 4397.19%-4415.2pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,938 | $5,902+34.5% | $6,952+14.2% | $4,028+97.1% |
| Admin fee / account holder | $1,838 | $5,639-67.4% | $6,733-72.7% | $5,404-66.0% |