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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 | $15,880 | $110,083-85.6% | $151,628-89.5% | $68,495-76.8% |
| Participation rate | 81.0% | 84.0%-3.0pp | 87.5%-6.5pp | 67.9%+13.1pp |
| Annual return | -11.41% | -10.12%-1.3pp | 3.34%-14.7pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,184 | $4,470-73.5% | $6,165-80.8% | $2,596-54.4% |
| Participant deferral / active EE | $3,088 | $6,526-52.7% | $8,363-63.1% | $4,028-23.3% |
| Admin fee / account holder | $732 | $7,718-90.5% | $11,613-93.7% | $5,403-86.5% |