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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 | $26,621 | $94,529-71.8% | $140,019-81.0% | $64,173-58.5% |
| Participation rate | 70.0% | 84.1%-14.1pp | 87.5%-17.5pp | 69.6%+0.4pp |
| Annual return | -6.41% | 7.77%-14.2pp | 651.15%-657.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,123 | $3,812-70.5% | $5,605-80.0% | $2,381-52.8% |
| Participant deferral / active EE | $4,827 | $5,250-8.1% | $6,927-30.3% | $3,470+39.1% |
| Admin fee / account holder | $9,760 | $6,741+44.8% | $10,705-8.8% | $4,887+99.7% |