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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 | $10,213 | $99,644-89.8% | $86,438-88.2% | $134,532-92.4% |
| Participation rate | 88.2% | 82.1%+6.2pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -15.50% | 6787.26%-6802.8pp | 4397.19%-4412.7pp | 418.27%-433.8pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,733 | $7,247-7.1% | $6,952-3.2% | $6,401+5.2% |
| Admin fee / account holder | $545 | $8,375-93.5% | $6,733-91.9% | $11,429-95.2% |