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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 | $64,716-88.0% | $112,258-93.1% | $68,495-88.7% |
| Participation rate | 84.9% | 67.2%+17.8pp | 75.1%+9.9pp | 67.9%+17.0pp |
| Annual return | -16.20% | -11.40%-4.8pp | 27.47%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $321 | $2,746-88.3% | $3,636-91.2% | $2,596-87.6% |
| Participant deferral / active EE | $2,335 | $3,565-34.5% | $4,728-50.6% | $4,028-42.0% |
| Admin fee / account holder | $1,944 | $5,232-62.8% | $6,411-69.7% | $5,403-64.0% |