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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 | $8,168 | $53,806-84.8% | $61,491-86.7% | $68,486-88.1% |
| Participation rate | 70.6% | 72.5%-1.9pp | 79.3%-8.7pp | 67.9%+2.7pp |
| Annual return | -17.65% | -15.68%-2.0pp | -12.98%-4.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $4,246-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,566 | $3,678-30.2% | $5,188-50.5% | $4,028-36.3% |
| Admin fee / account holder | $1,576 | $5,999-73.7% | $4,312-63.4% | $5,404-70.8% |