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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 | $10,478 | $57,352-81.7% | $83,831-87.5% | $64,173-83.7% |
| Participation rate | 78.9% | 68.6%+10.3pp | 76.1%+2.7pp | 69.6%+9.3pp |
| Annual return | -8.37% | 11.38%-19.8pp | 850.99%-859.4pp | 7.63%-16.0pp |
| Employer contribution / active EE | $341 | $2,546-86.6% | $3,631-90.6% | $2,381-85.7% |
| Participant deferral / active EE | $1,865 | $2,993-37.7% | $4,082-54.3% | $3,470-46.2% |
| Admin fee / account holder | $950 | $4,046-76.5% | $5,479-82.7% | $4,887-80.6% |