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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 | $6,804 | $59,111-88.5% | $86,451-92.1% | $68,490-90.1% |
| Participation rate | 76.0% | 75.2%+0.8pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | 6.73% | -0.22%+7.0pp | 4398.51%-4391.8pp | -7.85%+14.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,971 | $5,900-32.7% | $6,953-42.9% | $4,028-1.4% |
| Admin fee / account holder | $468 | $5,640-91.7% | $6,734-93.1% | $5,403-91.3% |