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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 | $5,394 | $54,355-90.1% | $82,744-93.5% | $68,486-92.1% |
| Participation rate | 88.6% | 63.9%+24.6pp | 72.6%+16.0pp | 67.9%+20.7pp |
| Annual return | -1.69% | -13.67%+12.0pp | 702.22%-703.9pp | -7.85%+6.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,435 | $3,246+36.6% | $4,395+0.9% | $4,028+10.1% |
| Admin fee / account holder | $640 | $4,397-85.4% | $5,325-88.0% | $5,404-88.2% |