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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 | $12,081 | $68,394-82.3% | $94,672-87.2% | $75,177-83.9% |
| Participation rate | 86.1% | 76.1%+10.0pp | 80.8%+5.3pp | 67.2%+18.9pp |
| Annual return | 0.00% | 616.92%-616.9pp | 156.89%-156.9pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,490 | $6,536-16.0% | $7,417-26.0% | $4,126+33.0% |
| Admin fee / account holder | $405 | $5,326-92.4% | $7,222-94.4% | $5,651-92.8% |