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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 | $23,972 | $81,870-70.7% | $119,622-80.0% | $68,486-65.0% |
| Participation rate | 71.9% | 71.9%0pp | 79.3%-7.4pp | 67.9%+4.0pp |
| Annual return | -12.33% | -23.82%+11.5pp | -14.98%+2.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,578 | $4,148-37.9% | $5,601-54.0% | $4,028-36.0% |
| Admin fee / account holder | $698 | $6,583-89.4% | $10,328-93.2% | $5,404-87.1% |