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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 | $30,526 | $94,529-67.7% | $140,019-78.2% | $64,173-52.4% |
| Participation rate | 89.5% | 84.1%+5.4pp | 87.5%+2.0pp | 69.6%+19.9pp |
| Annual return | -5.10% | 7.77%-12.9pp | 651.17%-656.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $422 | $3,812-88.9% | $5,605-92.5% | $2,381-82.3% |
| Participant deferral / active EE | $2,647 | $5,250-49.6% | $6,927-61.8% | $3,470-23.7% |
| Admin fee / account holder | $4,748 | $6,741-29.6% | $10,705-55.6% | $4,887-2.9% |