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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 | $19,062 | $180,462-89.4% | $154,111-87.6% | $135,379-85.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.25% | 888.17%-894.4pp | 735.18%-741.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $943 | $6,036-84.4% | $5,298-82.2% | $4,779-80.3% |
| Participant deferral / active EE | $2,822 | $5,806-51.4% | $5,081-44.5% | $5,609-49.7% |
| Admin fee / account holder | $1,048 | $16,145-93.5% | $13,411-92.2% | $10,828-90.3% |