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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 | $28,809 | $36,706-21.5% | $108,235-73.4% | $50,876-43.4% |
| Participation rate | 100.0% | 18.1%+81.9pp | 32.2%+67.8pp | 15.7%+84.3pp |
| Annual return | -1.83% | -0.85%-1.0pp | -1.08%-0.8pp | -7.14%+5.3pp |
| Employer contribution / active EE | $1,041 | $14,391-92.8% | $35,779-97.1% | $14,613-92.9% |
| Participant deferral / active EE | $452 | $122+270.4% | $238+89.5% | $60+650.7% |
| Admin fee / account holder | $565 | $210+169.0% | $13,449-95.8% | $1,191-52.6% |