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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 | $6,847 | $82,674-91.7% | $125,363-94.5% | $68,495-90.0% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -19.32% | -5.97%-13.4pp | 572.15%-591.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,004 | $6,111-18.1% | $7,447-32.8% | $4,028+24.2% |
| Admin fee / account holder | $1,914 | $6,276-69.5% | $10,005-80.9% | $5,403-64.6% |