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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 | $6,597 | $87,546-92.5% | $75,784-91.3% | $125,389-94.7% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -3.14% | 13.49%-16.6pp | 9.68%-12.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $491 | $3,930-87.5% | $3,323-85.2% | $4,866-89.9% |
| Participant deferral / active EE | $2,808 | $4,230-33.6% | $3,652-23.1% | $5,352-47.5% |
| Admin fee / account holder | $707 | $6,503-89.1% | $5,300-86.7% | $9,541-92.6% |