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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 | $220,894-89.9% | $226,251-90.1% | $483,350-95.4% |
| Participation rate | 70.6% | 90.0%-19.4pp | 90.5%-20.0pp | 89.0%-18.4pp |
| Annual return | 10.38% | -15.57%+25.9pp | -14.97%+25.4pp | 533.38%-523.0pp |
| Employer contribution / active EE | $1,471 | $5,414-72.8% | $5,215-71.8% | $9,034-83.7% |
| Participant deferral / active EE | $0 | $1,721-100.0% | $2,515-100.0% | $6,196-100.0% |
| Admin fee / account holder | $6,452 | $58,339-88.9% | $54,474-88.2% | $41,445-84.4% |