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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 | $24,058 | $180,459-86.7% | $154,108-84.4% | $135,380-82.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.82% | 888.21%-896.0pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $898 | $6,035-85.1% | $5,298-83.0% | $4,779-81.2% |
| Participant deferral / active EE | $5,064 | $5,806-12.8% | $5,081-0.3% | $5,609-9.7% |
| Admin fee / account holder | $772 | $16,145-95.2% | $13,411-94.2% | $10,828-92.9% |