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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 | $18,927 | $127,386-85.1% | $115,037-83.5% | $125,388-84.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.73% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,428 | $6,423-31.1% | $6,026-26.5% | $5,352-17.3% |
| Admin fee / account holder | $1,098 | $9,516-88.5% | $8,175-86.6% | $9,541-88.5% |