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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 | $358,152-93.8% | $345,870-93.5% | $461,066-95.2% |
| Participation rate | 70.6% | 90.7%-20.1pp | 91.2%-20.7pp | 87.7%-17.1pp |
| Annual return | 10.38% | -10.67%+21.0pp | -10.24%+20.6pp | 484.84%-474.5pp |
| Employer contribution / active EE | $1,471 | $6,073-75.8% | $5,845-74.8% | $9,163-84.0% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $2,984-100.0% | $6,032-100.0% |
| Admin fee / account holder | $6,452 | $35,126-81.6% | $33,207-80.6% | $28,147-77.1% |