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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 | $4,727 | $64,729-92.7% | $112,263-95.8% | $68,490-93.1% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.6pp |
| Annual return | -19.25% | -11.40%-7.8pp | 27.49%-46.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $320 | $2,746-88.3% | $3,636-91.2% | $2,597-87.7% |
| Participant deferral / active EE | $2,392 | $3,566-32.9% | $4,729-49.4% | $4,028-40.6% |
| Admin fee / account holder | $593 | $5,222-88.7% | $6,410-90.8% | $5,403-89.0% |