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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 | $21,739 | $131,835-83.5% | $108,582-80.0% | $273,972-92.1% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.6%+9.9pp | 83.0%+6.5pp |
| Annual return | 6.55% | -91.57%+98.1pp | -51.70%+58.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,069 | $5,127-59.6% | $4,311-52.0% | $5,287-60.9% |
| Admin fee / account holder | $2,036 | $10,253-80.1% | $7,645-73.4% | $10,133-79.9% |