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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 | $5,988 | $71,872-91.7% | $86,691-93.1% | $68,495-91.3% |
| Participation rate | 79.6% | 72.2%+7.3pp | 76.6%+3.0pp | 67.9%+11.7pp |
| Annual return | -17.35% | 3.53%-20.9pp | 35.94%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $288 | $2,173-86.7% | $2,837-89.8% | $2,596-88.9% |
| Participant deferral / active EE | $1,921 | $3,779-49.2% | $4,656-58.8% | $4,028-52.3% |
| Admin fee / account holder | $4,002 | $6,112-34.5% | $7,492-46.6% | $5,403-25.9% |