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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 | $26,951 | $110,083-75.5% | $151,628-82.2% | $68,495-60.7% |
| Participation rate | 88.5% | 84.0%+4.5pp | 87.5%+1.0pp | 67.9%+20.6pp |
| Annual return | -15.64% | -10.12%-5.5pp | 3.34%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $952 | $4,470-78.7% | $6,165-84.6% | $2,596-63.3% |
| Participant deferral / active EE | $3,577 | $6,526-45.2% | $8,363-57.2% | $4,028-11.2% |
| Admin fee / account holder | $5,513 | $7,718-28.6% | $11,613-52.5% | $5,403+2.0% |