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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 | $14,663 | $167,352-91.2% | $143,788-89.8% | $134,509-89.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.63% | 0.47%-18.1pp | -0.03%-17.6pp | 418.13%-435.8pp |
| Employer contribution / active EE | $1,018 | $5,620-81.9% | $4,952-79.4% | $4,741-78.5% |
| Participant deferral / active EE | $2,599 | $6,447-59.7% | $5,638-53.9% | $6,400-59.4% |
| Admin fee / account holder | $890 | $18,091-95.1% | $14,675-93.9% | $11,427-92.2% |