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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 | $14,890 | $62,583-76.2% | $76,767-80.6% | $64,173-76.8% |
| Participation rate | 88.5% | 72.8%+15.6pp | 77.0%+11.5pp | 69.6%+18.9pp |
| Annual return | -1.08% | -1.95%+0.9pp | 2.43%-3.5pp | 7.63%-8.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,681 | $3,145-46.6% | $3,852-56.4% | $3,470-51.6% |
| Admin fee / account holder | $6,479 | $4,667+38.8% | $6,675-2.9% | $4,887+32.6% |