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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 | $1,896 | $154,193-98.8% | $130,045-98.5% | $139,466-98.6% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $271 | $5,292-94.9% | $4,321-93.7% | $4,754-94.3% |
| Participant deferral / active EE | $3,016 | $6,709-55.0% | $5,820-48.2% | $6,712-55.1% |
| Admin fee / account holder | $3,003 | $13,989-78.5% | $10,600-71.7% | $11,409-73.7% |