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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 | $12,239 | $64,716-81.1% | $112,258-89.1% | $68,495-82.1% |
| Participation rate | 94.1% | 67.2%+27.0pp | 75.1%+19.1pp | 67.9%+26.2pp |
| Annual return | -18.59% | -11.40%-7.2pp | 27.47%-46.1pp | -7.84%-10.7pp |
| Employer contribution / active EE | $226 | $2,746-91.8% | $3,636-93.8% | $2,596-91.3% |
| Participant deferral / active EE | $1,930 | $3,565-45.9% | $4,728-59.2% | $4,028-52.1% |
| Admin fee / account holder | $1,217 | $5,232-76.7% | $6,411-81.0% | $5,403-77.5% |