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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 | $5,836 | $51,184-88.6% | $66,439-91.2% | $86,983-93.3% |
| Participation rate | 81.8% | 68.5%+13.3pp | 74.5%+7.3pp | 69.5%+12.3pp |
| Annual return | 0.00% | 17.07%-17.1pp | 757.66%-757.7pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,884 | $2,927+66.8% | $3,876+26.0% | $4,194+16.4% |
| Admin fee / account holder | $452 | $4,154-89.1% | $6,173-92.7% | $7,856-94.2% |