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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 | $10,713 | $138,102-92.2% | $125,381-91.5% | $134,532-92.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.58% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $930 | $5,245-82.3% | $4,815-80.7% | $4,741-80.4% |
| Participant deferral / active EE | $3,876 | $7,801-50.3% | $7,448-48.0% | $6,401-39.4% |
| Admin fee / account holder | $1,220 | $11,568-89.5% | $10,007-87.8% | $11,429-89.3% |