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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 | $6,012 | $53,162-88.7% | $91,225-93.4% | $68,486-91.2% |
| Participation rate | 94.1% | 63.2%+30.9pp | 73.2%+20.9pp | 67.9%+26.2pp |
| Annual return | -19.42% | -3.14%-16.3pp | 114.12%-133.5pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,835 | $2,974-4.6% | $4,233-33.0% | $4,028-29.6% |
| Admin fee / account holder | $1,682 | $4,493-62.6% | $5,422-69.0% | $5,404-68.9% |