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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 | $5,923 | $49,177-88.0% | $79,466-92.5% | $64,173-90.8% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -3.17% | -1.16%-2.0pp | 718.28%-721.5pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1 | $2,076-99.9% | $2,800-100.0% | $2,381-99.9% |
| Participant deferral / active EE | $987 | $2,821-65.0% | $3,704-73.3% | $3,470-71.5% |
| Admin fee / account holder | $5,998 | $3,839+56.2% | $5,104+17.5% | $4,887+22.7% |