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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 | $11,396 | $59,813-80.9% | $79,580-85.7% | $68,486-83.4% |
| Participation rate | 84.2% | 61.1%+23.1pp | 69.5%+14.7pp | 67.9%+16.3pp |
| Annual return | -7.96% | -12.30%+4.3pp | 0.15%-8.1pp | -7.85%-0.1pp |
| Employer contribution / active EE | $259 | $1,505-82.8% | $2,413-89.3% | $2,597-90.0% |
| Participant deferral / active EE | $3,602 | $3,024+19.1% | $3,985-9.6% | $4,028-10.6% |
| Admin fee / account holder | $1,348 | $4,835-72.1% | $6,835-80.3% | $5,404-75.1% |