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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 | $3,178 | $59,813-94.7% | $79,580-96.0% | $68,486-95.4% |
| Participation rate | 86.1% | 61.1%+25.0pp | 69.5%+16.6pp | 67.9%+18.2pp |
| Annual return | -15.04% | -12.30%-2.7pp | 0.15%-15.2pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,389 | $3,024+45.1% | $3,985+10.1% | $4,028+9.0% |
| Admin fee / account holder | $409 | $4,835-91.5% | $6,835-94.0% | $5,404-92.4% |