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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 | $7,045 | $73,863-90.5% | $143,797-95.1% | $68,490-89.7% |
| Participation rate | 88.0% | 66.7%+21.3pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -13.49% | 0.91%-14.4pp | -0.04%-13.5pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,823 | $3,385+42.5% | $5,638-14.5% | $4,028+19.7% |
| Admin fee / account holder | $670 | $5,756-88.4% | $14,679-95.4% | $5,403-87.6% |