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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 | $5,583 | $73,863-92.4% | $143,797-96.1% | $68,490-91.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -3.69% | 0.91%-4.6pp | -0.04%-3.6pp | -7.85%+4.2pp |
| Employer contribution / active EE | $273 | $3,185-91.4% | $4,952-94.5% | $2,597-89.5% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,004 | $5,756-82.6% | $14,679-93.2% | $5,403-81.4% |