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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 | $18,399 | $45,566-59.6% | $64,105-71.3% | $59,633-69.1% |
| Participation rate | 91.4% | 60.2%+31.3pp | 68.2%+23.3pp | 68.7%+22.8pp |
| Annual return | -1.23% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $95 | $934-89.8% | $1,820-94.8% | $2,203-95.7% |
| Participant deferral / active EE | $3,253 | $2,057+58.2% | $2,822+15.3% | $3,192+1.9% |
| Admin fee / account holder | $4,854 | $3,268+48.6% | $4,499+7.9% | $4,297+13.0% |