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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 | $7,130 | $73,863-90.3% | $143,797-95.0% | $68,490-89.6% |
| Participation rate | 76.0% | 66.7%+9.3pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | -3.26% | 0.91%-4.2pp | -0.04%-3.2pp | -7.85%+4.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,741 | $3,385-48.6% | $5,638-69.1% | $4,028-56.8% |
| Admin fee / account holder | $430 | $5,756-92.5% | $14,679-97.1% | $5,403-92.0% |