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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 | $19,630 | $131,835-85.1% | $108,582-81.9% | $273,972-92.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 9.11% | -91.57%+100.7pp | -51.70%+60.8pp | 41.46%-32.3pp |
| Employer contribution / active EE | $810 | $4,913-83.5% | $3,758-78.4% | $4,869-83.4% |
| Participant deferral / active EE | $2,298 | $5,127-55.2% | $4,311-46.7% | $5,287-56.5% |
| Admin fee / account holder | $1,371 | $10,253-86.6% | $7,645-82.1% | $10,133-86.5% |