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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 | $8,111 | $102,422-92.1% | $147,117-94.5% | $80,959-90.0% |
| Participation rate | 78.3% | 75.9%+2.4pp | 82.2%-3.9pp | 67.7%+10.6pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,084 | $6,652-8.5% | $8,065-24.6% | $4,300+41.5% |
| Admin fee / account holder | $1,277 | $7,953-83.9% | $12,993-90.2% | $6,925-81.6% |