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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 | $14,263 | $140,588-89.9% | $123,104-88.4% | $125,392-88.6% |
| Participation rate | 76.2% | 88.2%-12.0pp | 86.8%-10.6pp | 83.2%-7.0pp |
| Annual return | -1.11% | 16.80%-17.9pp | 13.22%-14.3pp | 282.23%-283.3pp |
| Employer contribution / active EE | $339 | $6,041-94.4% | $5,151-93.4% | $4,866-93.0% |
| Participant deferral / active EE | $2,860 | $6,980-59.0% | $6,230-54.1% | $5,351-46.6% |
| Admin fee / account holder | $5,196 | $11,198-53.6% | $9,015-42.4% | $9,541-45.5% |