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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 | $17,693 | $167,352-89.4% | $143,788-87.7% | $134,509-86.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.02% | 0.47%-15.5pp | -0.03%-15.0pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,059 | $5,620-81.2% | $4,952-78.6% | $4,741-77.7% |
| Participant deferral / active EE | $2,877 | $6,447-55.4% | $5,638-49.0% | $6,400-55.0% |
| Admin fee / account holder | $504 | $18,091-97.2% | $14,675-96.6% | $11,427-95.6% |