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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 | $14,258 | $73,019-80.5% | $90,766-84.3% | $68,490-79.2% |
| Participation rate | 88.9% | 70.8%+18.1pp | 75.7%+13.2pp | 67.9%+21.0pp |
| Annual return | -17.52% | -13.81%-3.7pp | -12.16%-5.4pp | -7.85%-9.7pp |
| Employer contribution / active EE | $336 | $2,193-84.7% | $2,922-88.5% | $2,597-87.1% |
| Participant deferral / active EE | $1,767 | $3,626-51.3% | $4,565-61.3% | $4,028-56.1% |
| Admin fee / account holder | $378 | $5,897-93.6% | $8,446-95.5% | $5,403-93.0% |