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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 | $13,755 | $160,059-91.4% | $140,019-90.2% | $135,380-89.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -8.68% | 911.48%-920.2pp | 651.17%-659.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $1,258 | $6,420-80.4% | $5,605-77.6% | $4,779-73.7% |
| Participant deferral / active EE | $3,230 | $7,641-57.7% | $6,927-53.4% | $5,609-42.4% |
| Admin fee / account holder | $732 | $13,328-94.5% | $10,705-93.2% | $10,828-93.2% |