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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 | $6,181 | $99,668-93.8% | $86,451-92.9% | $134,545-95.4% |
| Participation rate | 93.3% | 82.1%+11.3pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -20.39% | 6789.61%-6810.0pp | 4398.51%-4418.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $320 | $4,403-92.7% | $3,770-91.5% | $4,742-93.3% |
| Participant deferral / active EE | $10,291 | $7,249+42.0% | $6,953+48.0% | $6,401+60.8% |
| Admin fee / account holder | $2,414 | $8,377-71.2% | $6,734-64.2% | $11,431-78.9% |