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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 | $19,134 | $168,636-88.7% | $147,618-87.0% | $125,388-84.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.13% | 77.65%-77.8pp | 61.98%-62.1pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,135 | $6,252-81.9% | $5,565-79.6% | $4,866-76.7% |
| Participant deferral / active EE | $2,802 | $5,507-49.1% | $4,895-42.8% | $5,352-47.6% |
| Admin fee / account holder | $1,250 | $13,580-90.8% | $11,612-89.2% | $9,541-86.9% |