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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 | $16,024 | $142,409-88.7% | $119,634-86.6% | $134,545-88.1% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -16.15% | -12.46%-3.7pp | -14.98%-1.2pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,039 | $5,224-80.1% | $4,232-75.5% | $4,742-78.1% |
| Participant deferral / active EE | $5,201 | $6,468-19.6% | $5,601-7.1% | $6,401-18.8% |
| Admin fee / account holder | $5,111 | $13,594-62.4% | $10,329-50.5% | $11,431-55.3% |