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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 | $24,546 | $175,646-86.0% | $129,118-81.0% | $134,545-81.8% |
| Participation rate | 90.9% | 81.6%+9.4pp | 77.2%+13.7pp | 81.2%+9.7pp |
| Annual return | -14.85% | -11.39%-3.5pp | -10.94%-3.9pp | 418.37%-433.2pp |
| Employer contribution / active EE | $566 | $6,355-91.1% | $5,051-88.8% | $4,742-88.1% |
| Participant deferral / active EE | $3,803 | $7,970-52.3% | $6,539-41.8% | $6,401-40.6% |
| Admin fee / account holder | $16,789 | $23,578-28.8% | $14,305+17.4% | $11,431+46.9% |