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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 | $6,663 | $48,267-86.2% | $68,808-90.3% | $68,486-90.3% |
| Participation rate | 94.8% | 60.7%+34.2pp | 69.0%+25.8pp | 67.9%+26.9pp |
| Annual return | -18.74% | -12.70%-6.0pp | -6.37%-12.4pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,226 | $2,867+12.5% | $3,942-18.2% | $4,028-19.9% |
| Admin fee / account holder | $2,516 | $4,362-42.3% | $4,936-49.0% | $5,404-53.4% |