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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 | $17,416 | $142,361-87.8% | $119,608-85.4% | $134,509-87.1% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -17.29% | -12.46%-4.8pp | -14.98%-2.3pp | 418.13%-435.4pp |
| Employer contribution / active EE | $464 | $5,224-91.1% | $4,232-89.0% | $4,741-90.2% |
| Participant deferral / active EE | $4,068 | $6,468-37.1% | $5,601-27.4% | $6,400-36.4% |
| Admin fee / account holder | $1,000 | $13,588-92.6% | $10,326-90.3% | $11,427-91.3% |