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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 | $13,887 | $81,870-83.0% | $119,622-88.4% | $68,486-79.7% |
| Participation rate | 78.1% | 71.9%+6.2pp | 79.3%-1.1pp | 67.9%+10.2pp |
| Annual return | -18.48% | -23.82%+5.3pp | -14.98%-3.5pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,232 | $4,148-22.1% | $5,601-42.3% | $4,028-19.8% |
| Admin fee / account holder | $564 | $6,583-91.4% | $10,328-94.5% | $5,404-89.6% |