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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 | $9,752 | $71,873-86.4% | $86,698-88.8% | $68,490-85.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.60% | 3.54%-19.1pp | 35.96%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $264 | $2,173-87.9% | $2,837-90.7% | $2,597-89.8% |
| Participant deferral / active EE | $1,814 | $3,779-52.0% | $4,656-61.1% | $4,028-55.0% |
| Admin fee / account holder | $1,150 | $6,110-81.2% | $7,492-84.6% | $5,403-78.7% |