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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 | $10,138 | $180,459-94.4% | $154,108-93.4% | $135,380-92.5% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -1.81% | 888.21%-890.0pp | 735.21%-737.0pp | 519.81%-521.6pp |
| Employer contribution / active EE | $464 | $6,035-92.3% | $5,298-91.2% | $4,779-90.3% |
| Participant deferral / active EE | $2,125 | $5,806-63.4% | $5,081-58.2% | $5,609-62.1% |
| Admin fee / account holder | $32,229 | $16,145+99.6% | $13,411+140.3% | $10,828+197.6% |