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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 | $12,692 | $135,645-90.6% | $110,243-88.5% | $135,380-90.6% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -1.81% | 513.24%-515.0pp | 314.76%-316.6pp | 519.81%-521.6pp |
| Employer contribution / active EE | $800 | $4,907-83.7% | $3,827-79.1% | $4,779-83.3% |
| Participant deferral / active EE | $2,420 | $5,507-56.1% | $4,672-48.2% | $5,609-56.9% |
| Admin fee / account holder | $1,855 | $11,458-83.8% | $8,548-78.3% | $10,828-82.9% |