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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 | $9,763 | $71,873-86.4% | $86,698-88.7% | $68,490-85.7% |
| Participation rate | 73.5% | 72.2%+1.3pp | 76.6%-3.1pp | 67.9%+5.6pp |
| Annual return | -13.20% | 3.54%-16.7pp | 35.96%-49.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $458 | $2,173-78.9% | $2,837-83.8% | $2,597-82.4% |
| Participant deferral / active EE | $2,021 | $3,779-46.5% | $4,656-56.6% | $4,028-49.8% |
| Admin fee / account holder | $342 | $6,110-94.4% | $7,492-95.4% | $5,403-93.7% |