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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 | $4,821 | $43,344-88.9% | $59,899-92.0% | $64,173-92.5% |
| Participation rate | 90.3% | 69.2%+21.2pp | 74.7%+15.6pp | 69.6%+20.8pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $260 | $2,030-87.2% | $2,723-90.4% | $2,381-89.1% |
| Participant deferral / active EE | $934 | $2,547-63.4% | $3,402-72.6% | $3,470-73.1% |
| Admin fee / account holder | $2,807 | $3,008-6.7% | $3,592-21.9% | $4,887-42.6% |