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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 | $21,240 | $71,873-70.4% | $86,698-75.5% | $68,490-69.0% |
| Participation rate | 73.1% | 72.2%+0.8pp | 76.6%-3.5pp | 67.9%+5.2pp |
| Annual return | -16.54% | 3.54%-20.1pp | 35.96%-52.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $352 | $2,173-83.8% | $2,837-87.6% | $2,597-86.4% |
| Participant deferral / active EE | $2,842 | $3,779-24.8% | $4,656-39.0% | $4,028-29.4% |
| Admin fee / account holder | $2,026 | $6,110-66.8% | $7,492-73.0% | $5,403-62.5% |