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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 | $14,571 | $167,504-91.3% | $151,628-90.4% | $134,509-89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.31% | 7.81%-25.1pp | 3.34%-20.6pp | 418.13%-435.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,285 | $8,985-41.2% | $8,363-36.8% | $6,400-17.4% |
| Admin fee / account holder | $577 | $13,779-95.8% | $11,613-95.0% | $11,427-94.9% |