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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 | $29,363 | $94,529-68.9% | $140,019-79.0% | $64,181-54.3% |
| Participation rate | 93.9% | 84.1%+9.9pp | 87.5%+6.4pp | 69.6%+24.4pp |
| Annual return | -4.57% | 7.77%-12.3pp | 651.15%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $156 | $3,812-95.9% | $5,605-97.2% | $2,381-93.4% |
| Participant deferral / active EE | $5,619 | $5,250+7.0% | $6,927-18.9% | $3,470+62.0% |
| Admin fee / account holder | $13,300 | $6,741+97.3% | $10,705+24.2% | $4,887+172.1% |