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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 | $11,717 | $59,813-80.4% | $79,580-85.3% | $68,486-82.9% |
| Participation rate | 79.4% | 61.1%+18.3pp | 69.5%+9.9pp | 67.9%+11.5pp |
| Annual return | -14.13% | -12.30%-1.8pp | 0.15%-14.3pp | -7.85%-6.3pp |
| Employer contribution / active EE | $145 | $1,505-90.4% | $2,413-94.0% | $2,597-94.4% |
| Participant deferral / active EE | $1,577 | $3,024-47.8% | $3,985-60.4% | $4,028-60.8% |
| Admin fee / account holder | $973 | $4,835-79.9% | $6,835-85.8% | $5,404-82.0% |