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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 | $15,353 | $71,873-78.6% | $86,698-82.3% | $68,490-77.6% |
| Participation rate | 76.0% | 72.2%+3.8pp | 76.6%-0.6pp | 67.9%+8.1pp |
| Annual return | -17.49% | 3.54%-21.0pp | 35.96%-53.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $108 | $2,173-95.1% | $2,837-96.2% | $2,597-95.9% |
| Participant deferral / active EE | $1,803 | $3,779-52.3% | $4,656-61.3% | $4,028-55.2% |
| Admin fee / account holder | $583 | $6,110-90.5% | $7,492-92.2% | $5,403-89.2% |