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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 | $12,689 | $81,870-84.5% | $119,622-89.4% | $68,486-81.5% |
| Participation rate | 70.3% | 71.9%-1.6pp | 79.3%-9.0pp | 67.9%+2.4pp |
| Annual return | -16.52% | -23.82%+7.3pp | -14.98%-1.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $660 | $2,692-75.5% | $4,232-84.4% | $2,597-74.6% |
| Participant deferral / active EE | $2,123 | $4,148-48.8% | $5,601-62.1% | $4,028-47.3% |
| Admin fee / account holder | $4,844 | $6,583-26.4% | $10,328-53.1% | $5,404-10.4% |