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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 | $13,170 | $167,353-92.1% | $143,797-90.8% | $134,545-90.2% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -19.94% | 0.48%-20.4pp | -0.04%-19.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $932 | $5,620-83.4% | $4,952-81.2% | $4,742-80.3% |
| Participant deferral / active EE | $2,662 | $6,447-58.7% | $5,638-52.8% | $6,401-58.4% |
| Admin fee / account holder | $6,746 | $18,096-62.7% | $14,679-54.0% | $11,431-41.0% |