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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 | $24,940 | $67,411-63.0% | $91,004-72.6% | $70,126-64.4% |
| Participation rate | 79.7% | 71.4%+8.3pp | 75.6%+4.1pp | 69.5%+10.1pp |
| Annual return | 13.88% | -40.16%+54.0pp | 4.60%+9.3pp | 73.15%-59.3pp |
| Employer contribution / active EE | $180 | $1,786-89.9% | $2,456-92.7% | $2,343-92.3% |
| Participant deferral / active EE | $1,795 | $2,823-36.4% | $3,548-49.4% | $3,332-46.1% |
| Admin fee / account holder | $804 | $4,236-81.0% | $5,417-85.2% | $4,645-82.7% |