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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 | $22,640 | $71,878-68.5% | $86,698-73.9% | $68,486-66.9% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -18.49% | 3.53%-22.0pp | 35.95%-54.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $380 | $2,173-82.5% | $2,837-86.6% | $2,597-85.4% |
| Participant deferral / active EE | $2,491 | $3,779-34.1% | $4,656-46.5% | $4,028-38.1% |
| Admin fee / account holder | $4,447 | $6,113-27.2% | $7,493-40.6% | $5,404-17.7% |