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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 | $5,803 | $58,773-90.1% | $170,148-96.6% | $58,773-90.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 83.3%+16.7pp | 64.8%+35.2pp |
| Annual return | 0.54% | -8.84%+9.4pp | -15.63%+16.2pp | -8.84%+9.4pp |
| Employer contribution / active EE | $1,506 | $2,445-38.4% | $39,330-96.2% | $2,445-38.4% |
| Participant deferral / active EE | $0 | $2,952-100.0% | $5,444-100.0% | $2,952-100.0% |
| Admin fee / account holder | $507 | $6,755-92.5% | $21,191-97.6% | $6,755-92.5% |