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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 | $5,543 | $64,729-91.4% | $112,263-95.1% | $68,490-91.9% |
| Participation rate | 90.7% | 67.2%+23.6pp | 75.1%+15.7pp | 67.9%+22.8pp |
| Annual return | -7.12% | -11.40%+4.3pp | 27.49%-34.6pp | -7.85%+0.7pp |
| Employer contribution / active EE | $23 | $2,746-99.2% | $3,636-99.4% | $2,597-99.1% |
| Participant deferral / active EE | $4,165 | $3,566+16.8% | $4,729-11.9% | $4,028+3.4% |
| Admin fee / account holder | $4,753 | $5,222-9.0% | $6,410-25.9% | $5,403-12.0% |