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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 | $25,674 | $110,083-76.7% | $151,639-83.1% | $68,486-62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.46% | -10.12%-5.3pp | 3.34%-18.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $627 | $4,470-86.0% | $6,165-89.8% | $2,597-75.9% |
| Participant deferral / active EE | $3,823 | $6,526-41.4% | $8,363-54.3% | $4,028-5.1% |
| Admin fee / account holder | $496 | $7,718-93.6% | $11,613-95.7% | $5,404-90.8% |