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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 | $92,856 | $113,800-18.4% | $104,068-10.8% | $350,051-73.5% |
| Participation rate | 100.0% | 56.3%+43.8pp | 52.6%+47.4pp | 44.5%+55.5pp |
| Annual return | -14.21% | -9.74%-4.5pp | -10.12%-4.1pp | -14.65%+0.4pp |
| Employer contribution / active EE | $3,353 | $52,677-93.6% | $47,166-92.9% | $46,321-92.8% |
| Participant deferral / active EE | $14,157 | $516+2641.0% | $492+2776.7% | $60+23482.9% |
| Admin fee / account holder | $13,205 | $4,025+228.1% | $4,025+228.1% | $14,582-9.4% |