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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 | $22,949 | $180,466-87.3% | $154,114-85.1% | $135,382-83.0% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -7.37% | 888.15%-895.5pp | 735.16%-742.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $570 | $6,035-90.6% | $5,298-89.2% | $4,779-88.1% |
| Participant deferral / active EE | $6,561 | $5,806+13.0% | $5,081+29.1% | $5,609+17.0% |
| Admin fee / account holder | $14,785 | $16,144-8.4% | $13,411+10.2% | $10,829+36.5% |