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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 | $15,594 | $102,393-84.8% | $147,041-89.4% | $80,911-80.7% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 0.00% | 134.95%-134.9pp | 419.21%-419.2pp | 35.63%-35.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,511 | $6,647+13.0% | $8,071-6.9% | $4,297+74.8% |
| Admin fee / account holder | $3,256 | $7,943-59.0% | $13,006-75.0% | $6,935-53.0% |