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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 | $6,388 | $59,819-89.3% | $79,583-92.0% | $68,490-90.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.96% | -12.30%-4.7pp | 0.16%-17.1pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,277 | $3,025+8.3% | $3,986-17.8% | $4,028-18.7% |
| Admin fee / account holder | $1,179 | $4,835-75.6% | $6,835-82.8% | $5,403-78.2% |