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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 | $15,605 | $167,533-90.7% | $151,645-89.7% | $134,545-88.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -20.84% | 7.81%-28.7pp | 3.34%-24.2pp | 418.37%-439.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,490 | $8,985-61.2% | $8,363-58.3% | $6,401-45.5% |
| Admin fee / account holder | $786 | $13,781-94.3% | $11,614-93.2% | $11,431-93.1% |