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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 | $4,627 | $71,878-93.6% | $86,698-94.7% | $68,486-93.2% |
| Participation rate | 80.6% | 72.2%+8.4pp | 76.6%+4.1pp | 67.9%+12.8pp |
| Annual return | -12.79% | 3.53%-16.3pp | 35.95%-48.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,807 | $3,779-52.2% | $4,656-61.2% | $4,028-55.1% |
| Admin fee / account holder | $957 | $6,113-84.3% | $7,493-87.2% | $5,404-82.3% |