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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 | $11,356 | $180,459-93.7% | $154,108-92.6% | $135,380-91.6% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -2.89% | 888.21%-891.1pp | 735.21%-738.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $967 | $6,035-84.0% | $5,298-81.7% | $4,779-79.8% |
| Participant deferral / active EE | $3,620 | $5,806-37.7% | $5,081-28.8% | $5,609-35.5% |
| Admin fee / account holder | $1,580 | $16,145-90.2% | $13,411-88.2% | $10,828-85.4% |