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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 | $6,627 | $127,096-94.8% | $105,736-93.7% | $135,380-95.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.58% | 4.49%-10.1pp | 6.27%-11.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,920 | $5,064-42.3% | $4,080-28.4% | $5,609-47.9% |
| Admin fee / account holder | $2,062 | $9,087-77.3% | $6,913-70.2% | $10,828-81.0% |