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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 | $7,139 | $54,357-86.9% | $82,706-91.4% | $68,495-89.6% |
| Participation rate | 70.0% | 63.9%+6.1pp | 72.6%-2.6pp | 67.9%+2.1pp |
| Annual return | -16.63% | -13.67%-3.0pp | 701.76%-718.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $249 | $2,218-88.8% | $3,007-91.7% | $2,596-90.4% |
| Participant deferral / active EE | $1,833 | $3,246-43.5% | $4,394-58.3% | $4,028-54.5% |
| Admin fee / account holder | $13,105 | $4,396+198.1% | $5,329+145.9% | $5,403+142.5% |