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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 | $6,614 | $106,551-93.8% | $91,225-92.7% | $134,532-95.1% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -19.81% | 160.78%-180.6pp | 114.12%-133.9pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,712 | $4,718+21.1% | $4,233+34.9% | $6,401-10.8% |
| Admin fee / account holder | $940 | $6,234-84.9% | $5,422-82.7% | $11,429-91.8% |