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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 | $44,273 | $57,823-23.4% | $56,546-21.7% | $349,369-87.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 50.6%+49.4pp | 44.4%+55.6pp |
| Annual return | -11.93% | -10.39%-1.5pp | -11.22%-0.7pp | -14.65%+2.7pp |
| Employer contribution / active EE | $4,566 | $40,078-88.6% | $32,882-86.1% | $46,321-90.1% |
| Participant deferral / active EE | $413 | $405+2.0% | $579-28.6% | $60+588.8% |
| Admin fee / account holder | $6,382 | $1,766+261.4% | $1,473+333.2% | $14,582-56.2% |