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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 | $11,611 | $82,674-86.0% | $125,381-90.7% | $68,486-83.0% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -16.13% | -5.97%-10.2pp | 572.31%-588.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $562 | $3,382-83.4% | $4,815-88.3% | $2,597-78.3% |
| Participant deferral / active EE | $4,622 | $6,111-24.4% | $7,448-37.9% | $4,028+14.7% |
| Admin fee / account holder | $1,051 | $6,277-83.3% | $10,007-89.5% | $5,404-80.5% |