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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 | $17,471 | $167,352-89.6% | $143,788-87.8% | $134,509-87.0% |
| Participation rate | 73.7% | 84.8%-11.1pp | 80.3%-6.6pp | 81.2%-7.5pp |
| Annual return | -19.58% | 0.47%-20.1pp | -0.03%-19.5pp | 418.13%-437.7pp |
| Employer contribution / active EE | $1,022 | $5,620-81.8% | $4,952-79.4% | $4,741-78.4% |
| Participant deferral / active EE | $2,723 | $6,447-57.8% | $5,638-51.7% | $6,400-57.5% |
| Admin fee / account holder | $2,961 | $18,091-83.6% | $14,675-79.8% | $11,427-74.1% |