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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 | $16,379 | $57,352-71.4% | $83,831-80.5% | $64,173-74.5% |
| Participation rate | 89.9% | 68.6%+21.2pp | 76.1%+13.7pp | 69.6%+20.3pp |
| Annual return | -4.33% | 11.38%-15.7pp | 850.99%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $450 | $2,546-82.3% | $3,631-87.6% | $2,381-81.1% |
| Participant deferral / active EE | $3,061 | $2,993+2.3% | $4,082-25.0% | $3,470-11.8% |
| Admin fee / account holder | $11,789 | $4,046+191.4% | $5,479+115.2% | $4,887+141.2% |