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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 | $20,227 | $72,404-72.1% | $110,243-81.7% | $64,173-68.5% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $247 | $2,282-89.2% | $3,827-93.5% | $2,381-89.6% |
| Participant deferral / active EE | $2,472 | $3,469-28.7% | $4,672-47.1% | $3,470-28.8% |
| Admin fee / account holder | $1,013 | $5,664-82.1% | $8,548-88.2% | $4,887-79.3% |