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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 | $41,840 | $405,731-89.7% | $96,773-56.8% | $405,731-89.7% |
| Participation rate | 73.7% | 91.9%-18.2pp | 78.9%-5.3pp | 91.9%-18.2pp |
| Annual return | -1.81% | 4.30%-6.1pp | -7.74%+5.9pp | 4.30%-6.1pp |
| Employer contribution / active EE | $1,129 | $26,636-95.8% | $16,446-93.1% | $26,636-95.8% |
| Participant deferral / active EE | $2,895 | $5,788-50.0% | $1,447+100.0% | $5,788-50.0% |
| Admin fee / account holder | $1,871 | $12,997-85.6% | $1,547+20.9% | $12,997-85.6% |