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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 | $21,569 | $131,835-83.6% | $108,582-80.1% | $273,972-92.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.35% | -91.57%+96.9pp | -51.70%+57.0pp | 41.46%-36.1pp |
| Employer contribution / active EE | $808 | $4,913-83.6% | $3,758-78.5% | $4,869-83.4% |
| Participant deferral / active EE | $1,571 | $5,127-69.4% | $4,311-63.6% | $5,287-70.3% |
| Admin fee / account holder | $7,285 | $10,253-28.9% | $7,645-4.7% | $10,133-28.1% |