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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 | $6,218 | $77,976-92.0% | $81,367-92.4% | $125,389-95.0% |
| Participation rate | 83.3% | 83.3%+0.1pp | 82.3%+1.0pp | 83.2%+0.1pp |
| Annual return | -1.88% | -2.85%+1.0pp | -0.92%-1.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $948 | $4,366-78.3% | $3,930-75.9% | $4,866-80.5% |
| Participant deferral / active EE | $2,958 | $5,646-47.6% | $5,383-45.1% | $5,352-44.7% |
| Admin fee / account holder | $427 | $12,476-96.6% | $8,926-95.2% | $9,541-95.5% |