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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 | $7,537 | $42,909-82.4% | $60,906-87.6% | $68,486-89.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.15% | -13.99%-2.2pp | 16.94%-33.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $281 | $1,979-85.8% | $2,703-89.6% | $2,597-89.2% |
| Participant deferral / active EE | $1,130 | $2,866-60.6% | $3,814-70.4% | $4,028-71.9% |
| Admin fee / account holder | $454 | $3,104-85.4% | $3,227-85.9% | $5,404-91.6% |