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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 | $3,941 | $69,012-94.3% | $160,009-97.5% | $68,486-94.2% |
| Participation rate | 81.1% | 65.4%+15.7pp | 78.0%+3.1pp | 67.9%+13.2pp |
| Annual return | 4.02% | -9.65%+13.7pp | 408.85%-404.8pp | -7.85%+11.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,104 | $4,212-26.3% | $6,183-49.8% | $4,028-22.9% |
| Admin fee / account holder | $771 | $4,798-83.9% | $8,715-91.2% | $5,404-85.7% |