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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 | $14,608 | $72,404-79.8% | $110,243-86.7% | $64,173-77.2% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | -5.91% | -6.29%+0.4pp | 314.76%-320.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,835 | $3,469-18.3% | $4,672-39.3% | $3,470-18.3% |
| Admin fee / account holder | $1,393 | $5,664-75.4% | $8,548-83.7% | $4,887-71.5% |