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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 | $14,019 | $56,484-75.2% | $169,452-91.7% | $64,173-78.2% |
| Participation rate | 77.6% | 64.5%+13.0pp | 77.8%-0.2pp | 69.6%+8.0pp |
| Annual return | -5.62% | -1.55%-4.1pp | 1.83%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $198 | $1,832-89.2% | $4,157-95.2% | $2,381-91.7% |
| Participant deferral / active EE | $1,980 | $3,448-42.6% | $5,277-62.5% | $3,470-42.9% |
| Admin fee / account holder | $1,195 | $4,174-71.4% | $9,110-86.9% | $4,887-75.5% |