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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 | $4,810 | $138,102-96.5% | $125,381-96.2% | $134,532-96.4% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -12.15% | 750.73%-762.9pp | 572.31%-584.5pp | 418.27%-430.4pp |
| Employer contribution / active EE | $580 | $5,245-88.9% | $4,815-88.0% | $4,741-87.8% |
| Participant deferral / active EE | $3,141 | $7,801-59.7% | $7,448-57.8% | $6,401-50.9% |
| Admin fee / account holder | $7,417 | $11,568-35.9% | $10,007-25.9% | $11,429-35.1% |