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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 | $18,090 | $92,219-80.4% | $76,767-76.4% | $135,380-86.6% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -8.10% | 5.46%-13.6pp | 2.43%-10.5pp | 519.81%-527.9pp |
| Employer contribution / active EE | $26 | $3,216-99.2% | $2,485-99.0% | $4,779-99.5% |
| Participant deferral / active EE | $2,501 | $4,508-44.5% | $3,852-35.1% | $5,609-55.4% |
| Admin fee / account holder | $514 | $10,749-95.2% | $6,675-92.3% | $10,828-95.3% |