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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 | $20,471 | $54,380-62.4% | $68,509-70.1% | $59,633-65.7% |
| Participation rate | 77.9% | 70.2%+7.7pp | 74.7%+3.2pp | 68.7%+9.3pp |
| Annual return | -1.87% | 2.83%-4.7pp | 8.27%-10.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,367 | $2,643-48.3% | $3,382-59.6% | $3,192-57.2% |
| Admin fee / account holder | $342 | $3,885-91.2% | $5,275-93.5% | $4,297-92.0% |