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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 | $20,858 | $72,404-71.2% | $110,243-81.1% | $64,173-67.5% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -6.51% | -6.29%-0.2pp | 314.76%-321.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $331 | $2,282-85.5% | $3,827-91.4% | $2,381-86.1% |
| Participant deferral / active EE | $1,994 | $3,469-42.5% | $4,672-57.3% | $3,470-42.5% |
| Admin fee / account holder | $2,314 | $5,664-59.1% | $8,548-72.9% | $4,887-52.6% |