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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 | $22,350 | $484,881-95.4% | $525,660-95.7% | $382,429-94.2% |
| Participation rate | 70.6% | 89.9%-19.3pp | 88.1%-17.5pp | 87.7%-17.2pp |
| Annual return | 10.38% | -7.82%+18.2pp | -7.17%+17.5pp | 248.85%-238.5pp |
| Employer contribution / active EE | $1,471 | $7,199-79.6% | $6,528-77.5% | $8,036-81.7% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,867-100.0% | $5,727-100.0% |
| Admin fee / account holder | $6,452 | $33,092-80.5% | $34,307-81.2% | $30,732-79.0% |