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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 | $10,843 | $167,353-93.5% | $143,797-92.5% | $134,545-91.9% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -19.23% | 0.48%-19.7pp | -0.04%-19.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $462 | $5,620-91.8% | $4,952-90.7% | $4,742-90.3% |
| Participant deferral / active EE | $3,393 | $6,447-47.4% | $5,638-39.8% | $6,401-47.0% |
| Admin fee / account holder | $612 | $18,096-96.6% | $14,679-95.8% | $11,431-94.7% |