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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 | $5,140 | $69,541-92.6% | $59,899-91.4% | $135,380-96.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -6.90% | 7.95%-14.8pp | 3.46%-10.4pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,309 | $4,206+2.5% | $3,402+26.6% | $5,609-23.2% |
| Admin fee / account holder | $4,715 | $5,737-17.8% | $3,592+31.3% | $10,828-56.5% |