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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 | $11,145 | $64,719-82.8% | $112,249-90.1% | $68,486-83.7% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | -1.82% | -11.40%+9.6pp | 27.48%-29.3pp | -7.85%+6.0pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,415 | $3,565+23.8% | $4,729-6.6% | $4,028+9.6% |
| Admin fee / account holder | $632 | $5,232-87.9% | $6,412-90.1% | $5,404-88.3% |