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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 | $13,494 | $167,352-91.9% | $143,788-90.6% | $134,509-90.0% |
| Participation rate | 79.2% | 84.8%-5.6pp | 80.3%-1.1pp | 81.2%-2.1pp |
| Annual return | -10.34% | 0.47%-10.8pp | -0.03%-10.3pp | 418.13%-428.5pp |
| Employer contribution / active EE | $903 | $5,620-83.9% | $4,952-81.8% | $4,741-81.0% |
| Participant deferral / active EE | $2,336 | $6,447-63.8% | $5,638-58.6% | $6,400-63.5% |
| Admin fee / account holder | $1,382 | $18,091-92.4% | $14,675-90.6% | $11,427-87.9% |