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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 | $14,003 | $82,674-83.1% | $125,381-88.8% | $68,486-79.6% |
| Participation rate | 82.9% | 75.1%+7.8pp | 82.4%+0.5pp | 67.9%+15.0pp |
| Annual return | -17.13% | -5.97%-11.2pp | 572.31%-589.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,708 | $6,111+75.2% | $7,448+43.8% | $4,028+165.9% |
| Admin fee / account holder | $6,024 | $6,277-4.0% | $10,007-39.8% | $5,404+11.5% |