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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 | $4,117 | $64,729-93.6% | $112,263-96.3% | $68,490-94.0% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | -18.88% | -11.40%-7.5pp | 27.49%-46.4pp | -7.85%-11.0pp |
| Employer contribution / active EE | $674 | $2,746-75.5% | $3,636-81.5% | $2,597-74.0% |
| Participant deferral / active EE | $2,001 | $3,566-43.9% | $4,729-57.7% | $4,028-50.3% |
| Admin fee / account holder | $2,004 | $5,222-61.6% | $6,410-68.7% | $5,403-62.9% |