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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 | $30,498 | $110,083-72.3% | $151,628-79.9% | $68,495-55.5% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -15.56% | -10.12%-5.4pp | 3.34%-18.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,313 | $4,470-70.6% | $6,165-78.7% | $2,596-49.4% |
| Participant deferral / active EE | $11,963 | $6,526+83.3% | $8,363+43.1% | $4,028+197.0% |
| Admin fee / account holder | $1,227 | $7,718-84.1% | $11,613-89.4% | $5,403-77.3% |