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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 | $16,597 | $100,805-83.5% | $86,698-80.9% | $134,532-87.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -16.69% | 29.09%-45.8pp | 35.95%-52.6pp | 418.27%-435.0pp |
| Employer contribution / active EE | $480 | $3,490-86.2% | $2,837-83.1% | $4,741-89.9% |
| Participant deferral / active EE | $5,087 | $5,339-4.7% | $4,656+9.3% | $6,401-20.5% |
| Admin fee / account holder | $3,587 | $10,925-67.2% | $7,493-52.1% | $11,429-68.6% |