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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 | $16,760 | $82,630-79.7% | $64,105-73.9% | $125,389-86.6% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | -3.07% | 1489.72%-1492.8pp | 791.24%-794.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $242 | $2,671-91.0% | $1,820-86.7% | $4,866-95.0% |
| Participant deferral / active EE | $1,309 | $3,608-63.7% | $2,822-53.6% | $5,352-75.5% |
| Admin fee / account holder | $1,485 | $6,382-76.7% | $4,499-67.0% | $9,541-84.4% |