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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 | $5,708 | $95,915-94.0% | $79,580-92.8% | $134,532-95.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.57% | -2.71%-14.9pp | 0.15%-17.7pp | 418.27%-435.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $26,472 | $4,693+464.0% | $3,985+564.2% | $6,401+313.6% |
| Admin fee / account holder | $11,366 | $9,132+24.5% | $6,835+66.3% | $11,429-0.5% |