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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 | $8,698 | $71,878-87.9% | $86,698-90.0% | $68,486-87.3% |
| Participation rate | 89.2% | 72.2%+16.9pp | 76.6%+12.6pp | 67.9%+21.3pp |
| Annual return | -12.70% | 3.53%-16.2pp | 35.95%-48.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $114 | $2,173-94.8% | $2,837-96.0% | $2,597-95.6% |
| Participant deferral / active EE | $4,394 | $3,779+16.3% | $4,656-5.6% | $4,028+9.1% |
| Admin fee / account holder | $1,995 | $6,113-67.4% | $7,493-73.4% | $5,404-63.1% |