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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 | $11,762 | $138,114-91.5% | $125,391-90.6% | $134,545-91.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -13.36% | 750.88%-764.2pp | 572.41%-585.8pp | 418.37%-431.7pp |
| Employer contribution / active EE | $949 | $5,246-81.9% | $4,816-80.3% | $4,742-80.0% |
| Participant deferral / active EE | $5,293 | $7,801-32.2% | $7,448-28.9% | $6,401-17.3% |
| Admin fee / account holder | $5,338 | $11,570-53.9% | $10,009-46.7% | $11,431-53.3% |