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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 | $12,991 | $131,835-90.1% | $108,582-88.0% | $273,972-95.3% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.6%+8.7pp | 83.0%+5.2pp |
| Annual return | 3.49% | -91.57%+95.1pp | -51.70%+55.2pp | 41.46%-38.0pp |
| Employer contribution / active EE | $402 | $4,913-91.8% | $3,758-89.3% | $4,869-91.7% |
| Participant deferral / active EE | $1,607 | $5,127-68.7% | $4,311-62.7% | $5,287-69.6% |
| Admin fee / account holder | $934 | $10,253-90.9% | $7,645-87.8% | $10,133-90.8% |