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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 | $10,315 | $59,813-82.8% | $79,580-87.0% | $68,486-84.9% |
| Participation rate | 85.2% | 61.1%+24.1pp | 69.5%+15.7pp | 67.9%+17.3pp |
| Annual return | -4.95% | -12.30%+7.3pp | 0.15%-5.1pp | -7.85%+2.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,526 | $3,024+16.6% | $3,985-11.5% | $4,028-12.4% |
| Admin fee / account holder | $1,209 | $4,835-75.0% | $6,835-82.3% | $5,404-77.6% |