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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 | $3,800 | $82,678-95.4% | $125,391-97.0% | $68,490-94.5% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,531 | $6,111-42.2% | $7,448-52.6% | $4,028-12.3% |
| Admin fee / account holder | $819 | $6,277-86.9% | $10,009-91.8% | $5,403-84.8% |