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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 | $22,678 | $167,504-86.5% | $151,628-85.0% | $134,509-83.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -15.90% | 7.81%-23.7pp | 3.34%-19.2pp | 418.13%-434.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,552 | $8,985-4.8% | $8,363+2.3% | $6,400+33.6% |
| Admin fee / account holder | $6,351 | $13,779-53.9% | $11,613-45.3% | $11,427-44.4% |