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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 | $16,434 | $138,076-88.1% | $123,553-86.7% | $135,380-87.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -1.25% | 153.70%-155.0pp | 119.21%-120.5pp | 519.81%-521.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,228 | $6,800+109.3% | $6,426+121.4% | $5,609+153.7% |
| Admin fee / account holder | $1,318 | $10,917-87.9% | $9,284-85.8% | $10,828-87.8% |