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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 | $6,472 | $59,116-89.1% | $86,438-92.5% | $68,486-90.5% |
| Participation rate | 78.4% | 75.2%+3.1pp | 80.3%-2.0pp | 67.9%+10.5pp |
| Annual return | -9.17% | -0.23%-8.9pp | 4397.19%-4406.4pp | -7.85%-1.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,967 | $5,902+18.0% | $6,952+0.2% | $4,028+73.0% |
| Admin fee / account holder | $2,786 | $5,639-50.6% | $6,733-58.6% | $5,404-48.4% |