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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 | $6,737 | $64,729-89.6% | $112,263-94.0% | $68,490-90.2% |
| Participation rate | 90.2% | 67.2%+23.1pp | 75.1%+15.2pp | 67.9%+22.3pp |
| Annual return | -16.30% | -11.40%-4.9pp | 27.49%-43.8pp | -7.85%-8.4pp |
| Employer contribution / active EE | $402 | $2,746-85.3% | $3,636-88.9% | $2,597-84.5% |
| Participant deferral / active EE | $2,236 | $3,566-37.3% | $4,729-52.7% | $4,028-44.5% |
| Admin fee / account holder | $1,029 | $5,222-80.3% | $6,410-84.0% | $5,403-81.0% |