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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 | $9,933 | $71,872-86.2% | $86,691-88.5% | $68,495-85.5% |
| Participation rate | 82.9% | 72.2%+10.7pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -17.92% | 3.53%-21.5pp | 35.94%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $448 | $2,173-79.4% | $2,837-84.2% | $2,596-82.8% |
| Participant deferral / active EE | $2,186 | $3,779-42.2% | $4,656-53.1% | $4,028-45.7% |
| Admin fee / account holder | $1,739 | $6,112-71.6% | $7,492-76.8% | $5,403-67.8% |