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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 | $2,668 | $48,267-94.5% | $68,808-96.1% | $68,486-96.1% |
| Participation rate | 78.8% | 60.7%+18.1pp | 69.0%+9.8pp | 67.9%+10.9pp |
| Annual return | -17.94% | -12.70%-5.2pp | -6.37%-11.6pp | -7.85%-10.1pp |
| Employer contribution / active EE | $225 | $1,829-87.7% | $2,656-91.5% | $2,597-91.3% |
| Participant deferral / active EE | $1,266 | $2,867-55.8% | $3,942-67.9% | $4,028-68.6% |
| Admin fee / account holder | $992 | $4,362-77.3% | $4,936-79.9% | $5,404-81.6% |