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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 | $32,223 | $94,529-65.9% | $140,019-77.0% | $64,173-49.8% |
| Participation rate | 83.3% | 84.1%-0.8pp | 87.5%-4.2pp | 69.6%+13.8pp |
| Annual return | -5.86% | 7.77%-13.6pp | 651.15%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,074 | $3,812-71.8% | $5,605-80.8% | $2,381-54.9% |
| Participant deferral / active EE | $2,586 | $5,250-50.8% | $6,927-62.7% | $3,470-25.5% |
| Admin fee / account holder | $9,538 | $6,741+41.5% | $10,705-10.9% | $4,887+95.2% |