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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 | $7,853 | $64,719-87.9% | $112,249-93.0% | $68,486-88.5% |
| Participation rate | 95.7% | 67.2%+28.5pp | 75.1%+20.6pp | 67.9%+27.8pp |
| Annual return | -18.24% | -11.40%-6.8pp | 27.48%-45.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,077 | $3,565-41.7% | $4,729-56.1% | $4,028-48.4% |
| Admin fee / account holder | $1,212 | $5,232-76.8% | $6,412-81.1% | $5,404-77.6% |