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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 | $9,131 | $59,834-84.7% | $79,576-88.5% | $68,495-86.7% |
| Participation rate | 97.5% | 61.1%+36.4pp | 69.5%+28.0pp | 67.9%+29.6pp |
| Annual return | -17.46% | -12.30%-5.2pp | 0.15%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,300 | $3,024-24.0% | $3,985-42.3% | $4,028-42.9% |
| Admin fee / account holder | $2,104 | $4,835-56.5% | $6,834-69.2% | $5,403-61.1% |