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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 | $15,222 | $59,186-74.3% | $76,768-80.2% | $56,287-73.0% |
| Participation rate | 83.7% | 75.2%+8.4pp | 77.0%+6.7pp | 69.9%+13.8pp |
| Annual return | -6.48% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,918 | $3,255-41.1% | $3,852-50.2% | $3,350-42.7% |
| Admin fee / account holder | $2,850 | $489+482.7% | $6,675-57.3% | $521+447.1% |