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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 | $14,149 | $78,694-82.0% | $67,652-79.1% | $125,389-88.7% |
| Participation rate | 72.7% | 78.8%-6.1pp | 75.7%-2.9pp | 83.2%-10.5pp |
| Annual return | -1.26% | 9.46%-10.7pp | 6625.40%-6626.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $322 | $3,044-89.4% | $2,266-85.8% | $4,866-93.4% |
| Participant deferral / active EE | $1,344 | $4,292-68.7% | $3,560-62.3% | $5,352-74.9% |
| Admin fee / account holder | $4,887 | $7,403-34.0% | $4,821+1.4% | $9,541-48.8% |