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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 | $20,911 | $180,459-88.4% | $154,108-86.4% | $135,380-84.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -8.04% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,052 | $6,035-82.6% | $5,298-80.1% | $4,779-78.0% |
| Participant deferral / active EE | $3,293 | $5,806-43.3% | $5,081-35.2% | $5,609-41.3% |
| Admin fee / account holder | $9,525 | $16,145-41.0% | $13,411-29.0% | $10,828-12.0% |