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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 | $17,864 | $81,870-78.2% | $119,608-85.1% | $68,495-73.9% |
| Participation rate | 81.2% | 71.9%+9.3pp | 79.3%+1.9pp | 67.9%+13.3pp |
| Annual return | -17.74% | -23.82%+6.1pp | -14.98%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,011 | $4,148+20.8% | $5,601-10.5% | $4,028+24.4% |
| Admin fee / account holder | $3,128 | $6,583-52.5% | $10,326-69.7% | $5,403-42.1% |