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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 | $15,427 | $71,878-78.5% | $86,698-82.2% | $68,486-77.5% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -15.66% | 3.53%-19.2pp | 35.95%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $459 | $2,173-78.9% | $2,837-83.8% | $2,597-82.3% |
| Participant deferral / active EE | $2,292 | $3,779-39.4% | $4,656-50.8% | $4,028-43.1% |
| Admin fee / account holder | $1,326 | $6,113-78.3% | $7,493-82.3% | $5,404-75.5% |