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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 | $7,755 | $64,719-88.0% | $112,249-93.1% | $68,486-88.7% |
| Participation rate | 84.9% | 67.2%+17.8pp | 75.1%+9.9pp | 67.9%+17.0pp |
| Annual return | -16.20% | -11.40%-4.8pp | 27.48%-43.7pp | -7.85%-8.3pp |
| Employer contribution / active EE | $321 | $2,747-88.3% | $3,636-91.2% | $2,597-87.6% |
| Participant deferral / active EE | $2,335 | $3,565-34.5% | $4,729-50.6% | $4,028-42.0% |
| Admin fee / account holder | $1,944 | $5,232-62.9% | $6,412-69.7% | $5,404-64.0% |