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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 | $11,165 | $59,813-81.3% | $79,580-86.0% | $68,486-83.7% |
| Participation rate | 82.9% | 61.1%+21.8pp | 69.5%+13.4pp | 67.9%+15.0pp |
| Annual return | -19.26% | -12.30%-7.0pp | 0.15%-19.4pp | -7.85%-11.4pp |
| Employer contribution / active EE | $293 | $1,505-80.6% | $2,413-87.9% | $2,597-88.7% |
| Participant deferral / active EE | $2,606 | $3,024-13.8% | $3,985-34.6% | $4,028-35.3% |
| Admin fee / account holder | $2,398 | $4,835-50.4% | $6,835-64.9% | $5,404-55.6% |