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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 | $17,990 | $91,536-80.3% | $130,062-86.2% | $75,177-76.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.11% | -631.62%+647.7pp | -137.37%+153.5pp | 160.75%-144.6pp |
| Employer contribution / active EE | $535 | $2,845-81.2% | $4,322-87.6% | $2,671-80.0% |
| Participant deferral / active EE | $2,523 | $4,343-41.9% | $5,821-56.7% | $4,126-38.9% |
| Admin fee / account holder | $1,192 | $6,780-82.4% | $10,601-88.8% | $5,651-78.9% |