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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 | $19,150 | $110,083-82.6% | $151,639-87.4% | $68,486-72.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.90% | -10.12%-4.8pp | 3.34%-18.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $806 | $4,470-82.0% | $6,165-86.9% | $2,597-69.0% |
| Participant deferral / active EE | $3,838 | $6,526-41.2% | $8,363-54.1% | $4,028-4.7% |
| Admin fee / account holder | $4,423 | $7,718-42.7% | $11,613-61.9% | $5,404-18.1% |