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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 | $16,465 | $160,059-89.7% | $140,019-88.2% | $135,380-87.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.94% | 911.48%-919.4pp | 651.17%-659.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,220 | $6,420-81.0% | $5,605-78.2% | $4,779-74.5% |
| Participant deferral / active EE | $3,246 | $7,641-57.5% | $6,927-53.1% | $5,609-42.1% |
| Admin fee / account holder | $2,036 | $13,328-84.7% | $10,705-81.0% | $10,828-81.2% |