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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 | $17,405 | $168,635-89.7% | $147,617-88.2% | $125,389-86.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.56% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $990 | $6,252-84.2% | $5,564-82.2% | $4,866-79.7% |
| Participant deferral / active EE | $2,011 | $5,507-63.5% | $4,895-58.9% | $5,352-62.4% |
| Admin fee / account holder | $414 | $13,580-97.0% | $11,612-96.4% | $9,541-95.7% |