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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 | $14,327 | $71,872-80.1% | $86,691-83.5% | $68,495-79.1% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | -14.54% | 3.53%-18.1pp | 35.94%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,643 | $3,779-30.0% | $4,656-43.2% | $4,028-34.4% |
| Admin fee / account holder | $4,140 | $6,112-32.3% | $7,492-44.7% | $5,403-23.4% |