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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 | $16,820 | $54,320-69.0% | $67,652-75.1% | $52,331-67.9% |
| Participation rate | 84.0% | 73.6%+10.4pp | 75.7%+8.3pp | 68.1%+15.9pp |
| Annual return | -0.82% | 6.81%-7.6pp | 6625.40%-6626.2pp | 4.54%-5.4pp |
| Employer contribution / active EE | $114 | $1,544-92.6% | $2,266-95.0% | $1,882-93.9% |
| Participant deferral / active EE | $1,468 | $2,950-50.2% | $3,560-58.8% | $3,022-51.4% |
| Admin fee / account holder | $850 | $527+61.5% | $4,821-82.4% | $592+43.8% |