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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 | $76,202 | $270,507-71.8% | $130,488-41.6% | $270,507-71.8% |
| Participation rate | 100.0% | 93.5%+6.5pp | 85.7%+14.3pp | 93.5%+6.5pp |
| Annual return | -6.66% | -4.71%-2.0pp | 3.94%-10.6pp | -4.71%-2.0pp |
| Employer contribution / active EE | $2,273 | $25,782-91.2% | $11,763-80.7% | $25,782-91.2% |
| Participant deferral / active EE | $2,273 | $5,950-61.8% | $5,470-58.5% | $5,950-61.8% |
| Admin fee / account holder | $50,046 | $10,647+370.1% | $10,652+369.8% | $10,647+370.1% |