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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 | $13,697 | $167,522-91.8% | $151,639-91.0% | $134,532-89.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -15.63% | 7.81%-23.4pp | 3.34%-19.0pp | 418.27%-433.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,404 | $8,986-6.5% | $8,363+0.5% | $6,401+31.3% |
| Admin fee / account holder | $1,983 | $13,780-85.6% | $11,613-82.9% | $11,429-82.6% |