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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 | $4,757 | $82,028-94.2% | $123,105-96.1% | $59,633-92.0% |
| Participation rate | 83.3% | 83.2%+0.1pp | 86.8%-3.4pp | 68.7%+14.7pp |
| Annual return | 0.00% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,098 | $4,667+9.2% | $6,229-18.2% | $3,192+59.7% |
| Admin fee / account holder | $617 | $5,879-89.5% | $9,014-93.2% | $4,297-85.6% |