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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 | $13,190 | $72,404-81.8% | $110,243-88.0% | $64,173-79.4% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | -1.69% | -6.29%+4.6pp | 314.76%-316.4pp | 7.63%-9.3pp |
| Employer contribution / active EE | $464 | $2,282-79.7% | $3,827-87.9% | $2,381-80.5% |
| Participant deferral / active EE | $4,015 | $3,469+15.7% | $4,672-14.1% | $3,470+15.7% |
| Admin fee / account holder | $31,064 | $5,664+448.4% | $8,548+263.4% | $4,887+535.6% |