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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 | $172,827 | $216,853-20.3% | $192,072-10.0% | $461,066-62.5% |
| Participation rate | 80.0% | 88.6%-8.6pp | 86.4%-6.4pp | 87.7%-7.7pp |
| Annual return | 6.27% | -0.83%+7.1pp | -0.38%+6.6pp | 484.84%-478.6pp |
| Employer contribution / active EE | $16,996 | $8,611+97.4% | $7,585+124.1% | $9,163+85.5% |
| Participant deferral / active EE | $0 | $4,842-100.0% | $4,904-100.0% | $6,032-100.0% |
| Admin fee / account holder | $1,062 | $11,707-90.9% | $10,448-89.8% | $28,147-96.2% |