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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 | $5,817 | $73,009-92.0% | $90,756-93.6% | $68,495-91.5% |
| Participation rate | 81.8% | 70.8%+11.0pp | 75.7%+6.1pp | 67.9%+13.9pp |
| Annual return | -6.49% | -13.81%+7.3pp | -12.16%+5.7pp | -7.84%+1.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,348 | $3,626+47.5% | $4,565+17.2% | $4,028+32.8% |
| Admin fee / account holder | $396 | $5,896-93.3% | $8,445-95.3% | $5,403-92.7% |