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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 | $7,953 | $59,116-86.5% | $86,438-90.8% | $68,486-88.4% |
| Participation rate | 82.7% | 75.2%+7.5pp | 80.3%+2.4pp | 67.9%+14.8pp |
| Annual return | 106.22% | -0.23%+106.5pp | 4397.19%-4291.0pp | -7.85%+114.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,943 | $5,902+17.6% | $6,952-0.1% | $4,028+72.4% |
| Admin fee / account holder | $717 | $5,639-87.3% | $6,733-89.4% | $5,404-86.7% |