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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 | $3,369 | $93,124-96.4% | $77,100-95.6% | $134,545-97.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -13.63% | 62.68%-76.3pp | 42.35%-56.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,808 | $5,242-65.5% | $4,430-59.2% | $6,401-71.7% |
| Admin fee / account holder | $338 | $6,970-95.1% | $5,443-93.8% | $11,431-97.0% |