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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 | $6,218 | $88,603-93.0% | $69,890-91.1% | $134,545-95.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.00% | 442.93%-458.9pp | 190.84%-206.8pp | 418.37%-434.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,260 | $4,771-52.6% | $3,848-41.3% | $6,401-64.7% |
| Admin fee / account holder | $319 | $10,443-96.9% | $6,267-94.9% | $11,431-97.2% |