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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 | $21,979 | $131,835-83.3% | $108,582-79.8% | $273,972-92.0% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.6%-0.6pp | 83.0%-4.1pp |
| Annual return | 56.58% | -91.57%+148.2pp | -51.70%+108.3pp | 41.46%+15.1pp |
| Employer contribution / active EE | -$246 | $4,913-105.0% | $3,758-106.5% | $4,869-105.1% |
| Participant deferral / active EE | $4,991 | $5,127-2.7% | $4,311+15.8% | $5,287-5.6% |
| Admin fee / account holder | $578 | $10,253-94.4% | $7,645-92.4% | $10,133-94.3% |