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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 | $22,827 | $167,533-86.4% | $151,645-84.9% | $134,545-83.0% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.5pp |
| Annual return | -6.14% | 7.81%-14.0pp | 3.34%-9.5pp | 418.37%-424.5pp |
| Employer contribution / active EE | $152 | $6,828-97.8% | $6,165-97.5% | $4,742-96.8% |
| Participant deferral / active EE | $3,613 | $8,985-59.8% | $8,363-56.8% | $6,401-43.6% |
| Admin fee / account holder | $22,215 | $13,781+61.2% | $11,614+91.3% | $11,431+94.3% |