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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 | $11,159 | $180,462-93.8% | $154,111-92.8% | $135,379-91.8% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -6.09% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $934 | $6,036-84.5% | $5,298-82.4% | $4,779-80.5% |
| Participant deferral / active EE | $2,360 | $5,806-59.4% | $5,081-53.6% | $5,609-57.9% |
| Admin fee / account holder | $1,940 | $16,145-88.0% | $13,411-85.5% | $10,828-82.1% |