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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 | $70,433 | $827,797-91.5% | $788,447-91.1% | $350,051-79.9% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.5%+55.5pp |
| Annual return | -11.21% | -4.32%-6.9pp | -3.21%-8.0pp | -14.65%+3.4pp |
| Employer contribution / active EE | $8,000 | $53,412-85.0% | $46,051-82.6% | $46,321-82.7% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $592 | $50,219-98.8% | $46,258-98.7% | $14,582-95.9% |