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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 | $12,020 | $138,102-91.3% | $125,381-90.4% | $134,532-91.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -18.60% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $500 | $5,245-90.5% | $4,815-89.6% | $4,741-89.5% |
| Participant deferral / active EE | $4,651 | $7,801-40.4% | $7,448-37.6% | $6,401-27.3% |
| Admin fee / account holder | $2,020 | $11,568-82.5% | $10,007-79.8% | $11,429-82.3% |