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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 | $12,983 | $86,701-85.0% | $73,309-82.3% | $125,389-89.6% |
| Participation rate | 70.0% | 78.6%-8.6pp | 74.9%-4.9pp | 83.2%-13.2pp |
| Annual return | -1.94% | 2.78%-4.7pp | 5.67%-7.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $27 | $4,152-99.3% | $3,237-99.2% | $4,866-99.4% |
| Participant deferral / active EE | $2,128 | $5,549-61.7% | $4,991-57.4% | $5,352-60.2% |
| Admin fee / account holder | $1,533 | $7,768-80.3% | $5,635-72.8% | $9,541-83.9% |