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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 | $17,927 | $167,362-89.3% | $143,799-87.5% | $134,532-86.7% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.2pp |
| Annual return | -18.99% | 0.47%-19.5pp | -0.04%-18.9pp | 418.27%-437.3pp |
| Employer contribution / active EE | $956 | $5,620-83.0% | $4,952-80.7% | $4,741-79.8% |
| Participant deferral / active EE | $3,656 | $6,447-43.3% | $5,638-35.2% | $6,401-42.9% |
| Admin fee / account holder | $2,209 | $18,094-87.8% | $14,677-85.0% | $11,429-80.7% |