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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 | $24,881 | $131,835-81.1% | $108,582-77.1% | $273,972-90.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.18% | -91.57%+97.8pp | -51.70%+57.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $833 | $4,913-83.0% | $3,758-77.8% | $4,869-82.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $465 | $10,253-95.5% | $7,645-93.9% | $10,133-95.4% |