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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 | $12,597 | $58,587-78.5% | $83,322-84.9% | $64,173-80.4% |
| Participation rate | 83.8% | 72.0%+11.8pp | 77.8%+6.0pp | 69.6%+14.2pp |
| Annual return | -7.08% | 9.65%-16.7pp | 10.64%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,410 | $4,654-5.2% | $5,565-20.8% | $3,470+27.1% |
| Admin fee / account holder | $892 | $9,279-90.4% | $7,540-88.2% | $4,887-81.8% |