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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 | $15,172 | $180,459-91.6% | $154,108-90.2% | $135,380-88.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.60% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $304 | $6,035-95.0% | $5,298-94.3% | $4,779-93.6% |
| Participant deferral / active EE | $2,533 | $5,806-56.4% | $5,081-50.2% | $5,609-54.8% |
| Admin fee / account holder | $2,197 | $16,145-86.4% | $13,411-83.6% | $10,828-79.7% |