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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 | $20,567 | $73,019-71.8% | $90,766-77.3% | $68,490-70.0% |
| Participation rate | 85.4% | 70.8%+14.5pp | 75.7%+9.7pp | 67.9%+17.5pp |
| Annual return | -15.38% | -13.81%-1.6pp | -12.16%-3.2pp | -7.85%-7.5pp |
| Employer contribution / active EE | $305 | $2,193-86.1% | $2,922-89.6% | $2,597-88.3% |
| Participant deferral / active EE | $1,843 | $3,626-49.2% | $4,565-59.6% | $4,028-54.2% |
| Admin fee / account holder | $4,247 | $5,897-28.0% | $8,446-49.7% | $5,403-21.4% |