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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 | $6,102 | $82,674-92.6% | $125,381-95.1% | $68,486-91.1% |
| Participation rate | 90.6% | 75.1%+15.6pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -17.74% | -5.97%-11.8pp | 572.31%-590.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,213 | $6,111-31.1% | $7,448-43.4% | $4,028+4.6% |
| Admin fee / account holder | $3,040 | $6,277-51.6% | $10,007-69.6% | $5,404-43.7% |