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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 | $23,128 | $167,504-86.2% | $151,628-84.7% | $134,509-82.8% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.5%-10.2pp | 81.2%-4.0pp |
| Annual return | -16.72% | 7.81%-24.5pp | 3.34%-20.1pp | 418.13%-434.9pp |
| Employer contribution / active EE | $1,409 | $6,828-79.4% | $6,165-77.1% | $4,741-70.3% |
| Participant deferral / active EE | $5,548 | $8,985-38.3% | $8,363-33.7% | $6,400-13.3% |
| Admin fee / account holder | $5,252 | $13,779-61.9% | $11,613-54.8% | $11,427-54.0% |