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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 | $14,151 | $110,083-87.1% | $151,639-90.7% | $68,486-79.3% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -11.22% | -10.12%-1.1pp | 3.34%-14.6pp | -7.85%-3.4pp |
| Employer contribution / active EE | $1,004 | $4,470-77.5% | $6,165-83.7% | $2,597-61.3% |
| Participant deferral / active EE | $9,022 | $6,526+38.2% | $8,363+7.9% | $4,028+124.0% |
| Admin fee / account holder | $3,526 | $7,718-54.3% | $11,613-69.6% | $5,404-34.7% |