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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 | $13,018 | $138,078-90.6% | $125,363-89.6% | $134,509-90.3% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -18.26% | 750.49%-768.7pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $365 | $5,245-93.0% | $4,815-92.4% | $4,741-92.3% |
| Participant deferral / active EE | $3,532 | $7,800-54.7% | $7,447-52.6% | $6,400-44.8% |
| Admin fee / account holder | $2,189 | $11,566-81.1% | $10,005-78.1% | $11,427-80.8% |