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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 | $6,459 | $106,551-93.9% | $91,225-92.9% | $134,532-95.2% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -15.07% | 160.78%-175.8pp | 114.12%-129.2pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,553 | $4,718-67.1% | $4,233-63.3% | $6,401-75.7% |
| Admin fee / account holder | $1,455 | $6,234-76.7% | $5,422-73.2% | $11,429-87.3% |