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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 | $3,863 | $126,113-96.9% | $116,096-96.7% | $155,188-97.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 73.3%+1.7pp | 80.8%-5.8pp |
| Annual return | 0.00% | 391.72%-391.7pp | 326.25%-326.2pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,952 | $4,162+67.0% | $3,952+75.9% | $6,531+6.4% |
| Admin fee / account holder | $430 | $8,045-94.7% | $7,704-94.4% | $14,480-97.0% |