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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 | $30,344 | $110,083-72.4% | $151,645-80.0% | $68,490-55.7% |
| Participation rate | 85.4% | 84.0%+1.4pp | 87.5%-2.1pp | 67.9%+17.5pp |
| Annual return | -14.68% | -10.12%-4.6pp | 3.34%-18.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,035 | $4,470-76.9% | $6,165-83.2% | $2,597-60.2% |
| Participant deferral / active EE | $4,791 | $6,526-26.6% | $8,363-42.7% | $4,028+18.9% |
| Admin fee / account holder | $9,567 | $7,718+24.0% | $11,614-17.6% | $5,403+77.1% |