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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 | $19,504 | $180,459-89.2% | $154,108-87.3% | $135,380-85.6% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -6.54% | 888.21%-894.8pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $983 | $6,035-83.7% | $5,298-81.4% | $4,779-79.4% |
| Participant deferral / active EE | $2,866 | $5,806-50.6% | $5,081-43.6% | $5,609-48.9% |
| Admin fee / account holder | $1,158 | $16,145-92.8% | $13,411-91.4% | $10,828-89.3% |