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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 | $15,467 | $64,716-76.1% | $112,258-86.2% | $68,495-77.4% |
| Participation rate | 80.7% | 67.2%+13.6pp | 75.1%+5.6pp | 67.9%+12.8pp |
| Annual return | -18.75% | -11.40%-7.3pp | 27.47%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $682 | $2,746-75.2% | $3,636-81.2% | $2,596-73.7% |
| Participant deferral / active EE | $6,063 | $3,565+70.1% | $4,728+28.2% | $4,028+50.5% |
| Admin fee / account holder | $392 | $5,232-92.5% | $6,411-93.9% | $5,403-92.7% |