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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 | $21,309 | $72,404-70.6% | $110,243-80.7% | $64,173-66.8% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | -3.16% | -6.29%+3.1pp | 314.76%-317.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $447 | $2,282-80.4% | $3,827-88.3% | $2,381-81.2% |
| Participant deferral / active EE | $2,978 | $3,469-14.2% | $4,672-36.3% | $3,470-14.2% |
| Admin fee / account holder | $5,548 | $5,664-2.1% | $8,548-35.1% | $4,887+13.5% |