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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 | $23,196 | $167,522-86.2% | $151,639-84.7% | $134,532-82.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.35% | 7.81%-28.2pp | 3.34%-23.7pp | 418.27%-438.6pp |
| Employer contribution / active EE | $567 | $6,828-91.7% | $6,165-90.8% | $4,741-88.0% |
| Participant deferral / active EE | $3,278 | $8,986-63.5% | $8,363-60.8% | $6,401-48.8% |
| Admin fee / account holder | $1,722 | $13,780-87.5% | $11,613-85.2% | $11,429-84.9% |