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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 | $6,425 | $59,116-89.1% | $86,438-92.6% | $68,486-90.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -15.00% | -0.23%-14.8pp | 4397.19%-4412.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,483 | $5,902+43.7% | $6,952+22.0% | $4,028+110.6% |
| Admin fee / account holder | $2,576 | $5,639-54.3% | $6,733-61.7% | $5,404-52.3% |