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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 | $13,212 | $160,059-91.7% | $140,019-90.6% | $135,380-90.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.15% | 911.48%-916.6pp | 651.17%-656.3pp | 519.81%-525.0pp |
| Employer contribution / active EE | $931 | $6,420-85.5% | $5,605-83.4% | $4,779-80.5% |
| Participant deferral / active EE | $4,945 | $7,641-35.3% | $6,927-28.6% | $5,609-11.8% |
| Admin fee / account holder | $2,300 | $13,328-82.7% | $10,705-78.5% | $10,828-78.8% |