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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 | $5,781 | $81,870-92.9% | $119,634-95.2% | $68,490-91.6% |
| Participation rate | 89.6% | 71.9%+17.7pp | 79.3%+10.3pp | 67.9%+21.7pp |
| Annual return | -18.09% | -23.82%+5.7pp | -14.98%-3.1pp | -7.85%-10.2pp |
| Employer contribution / active EE | $303 | $2,692-88.7% | $4,232-92.8% | $2,597-88.3% |
| Participant deferral / active EE | $3,617 | $4,148-12.8% | $5,601-35.4% | $4,028-10.2% |
| Admin fee / account holder | $3,243 | $6,583-50.7% | $10,329-68.6% | $5,403-40.0% |