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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 | $14,711 | $100,805-85.4% | $86,698-83.0% | $134,532-89.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.77% | 29.09%-43.9pp | 35.95%-50.7pp | 418.27%-433.0pp |
| Employer contribution / active EE | $340 | $3,490-90.3% | $2,837-88.0% | $4,741-92.8% |
| Participant deferral / active EE | $2,537 | $5,339-52.5% | $4,656-45.5% | $6,401-60.4% |
| Admin fee / account holder | $6,873 | $10,925-37.1% | $7,493-8.3% | $11,429-39.9% |