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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 | $23,236 | $135,645-82.9% | $110,243-78.9% | $135,380-82.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -3.60% | 513.24%-516.8pp | 314.76%-318.4pp | 519.81%-523.4pp |
| Employer contribution / active EE | $923 | $4,907-81.2% | $3,827-75.9% | $4,779-80.7% |
| Participant deferral / active EE | $3,240 | $5,507-41.2% | $4,672-30.7% | $5,609-42.2% |
| Admin fee / account holder | $15,025 | $11,458+31.1% | $8,548+75.8% | $10,828+38.8% |