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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 | $12,290 | $81,870-85.0% | $119,634-89.7% | $68,490-82.1% |
| Participation rate | 96.7% | 71.9%+24.8pp | 79.3%+17.4pp | 67.9%+28.8pp |
| Annual return | -0.66% | -23.82%+23.2pp | -14.98%+14.3pp | -7.85%+7.2pp |
| Employer contribution / active EE | $513 | $2,692-80.9% | $4,232-87.9% | $2,597-80.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,497 | $6,583-62.1% | $10,329-75.8% | $5,403-53.8% |