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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 | $22,125 | $160,059-86.2% | $140,019-84.2% | $135,380-83.7% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -4.28% | 911.48%-915.8pp | 651.17%-655.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,160 | $6,420-81.9% | $5,605-79.3% | $4,779-75.7% |
| Participant deferral / active EE | $2,963 | $7,641-61.2% | $6,927-57.2% | $5,609-47.2% |
| Admin fee / account holder | $7,087 | $13,328-46.8% | $10,705-33.8% | $10,828-34.5% |