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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 | $28,721 | $168,635-83.0% | $147,617-80.5% | $125,389-77.1% |
| Participation rate | 85.0% | 88.8%-3.8pp | 84.6%+0.4pp | 83.2%+1.8pp |
| Annual return | -0.84% | 77.65%-78.5pp | 61.98%-62.8pp | 282.24%-283.1pp |
| Employer contribution / active EE | $894 | $6,252-85.7% | $5,564-83.9% | $4,866-81.6% |
| Participant deferral / active EE | $2,073 | $5,507-62.4% | $4,895-57.7% | $5,352-61.3% |
| Admin fee / account holder | $2,317 | $13,580-82.9% | $11,612-80.1% | $9,541-75.7% |