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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 | $92,560 | $170,695-45.8% | $131,174-29.4% | $428,746-78.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 76.2%+23.8pp | 88.2%+11.8pp |
| Annual return | 7.47% | -6.94%+14.4pp | -5.12%+12.6pp | 331.92%-324.5pp |
| Employer contribution / active EE | $1,331 | $4,479-70.3% | $3,181-58.2% | $8,363-84.1% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $3,078-100.0% | $5,961-100.0% |
| Admin fee / account holder | $395 | $9,646-95.9% | $7,539-94.8% | $31,735-98.8% |