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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 | $18,402 | $99,032-81.4% | $80,022-77.0% | $135,382-86.4% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -5.69% | 15.39%-21.1pp | 11.22%-16.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $275 | $3,043-90.9% | $2,468-88.8% | $4,779-94.2% |
| Participant deferral / active EE | $1,816 | $4,282-57.6% | $3,686-50.7% | $5,609-67.6% |
| Admin fee / account holder | $636 | $10,436-93.9% | $6,521-90.2% | $10,829-94.1% |