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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 | $9,153 | $64,719-85.9% | $112,249-91.8% | $68,486-86.6% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -17.74% | -11.40%-6.3pp | 27.48%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,383 | $3,565-33.2% | $4,729-49.6% | $4,028-40.8% |
| Admin fee / account holder | $524 | $5,232-90.0% | $6,412-91.8% | $5,404-90.3% |