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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 | $13,511 | $100,811-86.6% | $86,698-84.4% | $134,545-90.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.92% | 29.11%-47.0pp | 35.96%-53.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,859 | $5,339-65.2% | $4,656-60.1% | $6,401-71.0% |
| Admin fee / account holder | $985 | $10,926-91.0% | $7,492-86.9% | $11,431-91.4% |