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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 | $11,031 | $64,716-83.0% | $112,258-90.2% | $68,495-83.9% |
| Participation rate | 79.4% | 67.2%+12.2pp | 75.1%+4.3pp | 67.9%+11.5pp |
| Annual return | -18.72% | -11.40%-7.3pp | 27.47%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,846 | $3,565+7.9% | $4,728-18.7% | $4,028-4.5% |
| Admin fee / account holder | $400 | $5,232-92.4% | $6,411-93.8% | $5,403-92.6% |