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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 | $10,659 | $168,636-93.7% | $147,618-92.8% | $125,388-91.5% |
| Participation rate | 88.2% | 88.8%-0.5pp | 84.6%+3.6pp | 83.2%+5.0pp |
| Annual return | -2.83% | 77.65%-80.5pp | 61.98%-64.8pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,258 | $6,252-79.9% | $5,565-77.4% | $4,866-74.1% |
| Participant deferral / active EE | $2,250 | $5,507-59.1% | $4,895-54.0% | $5,352-57.9% |
| Admin fee / account holder | $680 | $13,580-95.0% | $11,612-94.1% | $9,541-92.9% |