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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 | $10,194 | $211,946-95.2% | $169,452-94.0% | $135,380-92.5% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -5.74% | 3.26%-9.0pp | 1.83%-7.6pp | 519.81%-525.5pp |
| Employer contribution / active EE | $285 | $5,117-94.4% | $4,157-93.1% | $4,779-94.0% |
| Participant deferral / active EE | $5,620 | $6,075-7.5% | $5,277+6.5% | $5,609+0.2% |
| Admin fee / account holder | $4,555 | $11,472-60.3% | $9,110-50.0% | $10,828-57.9% |