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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 | $7,357 | $138,078-94.7% | $125,363-94.1% | $134,509-94.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -10.54% | 750.49%-761.0pp | 572.15%-582.7pp | 418.13%-428.7pp |
| Employer contribution / active EE | $764 | $5,245-85.4% | $4,815-84.1% | $4,741-83.9% |
| Participant deferral / active EE | $3,055 | $7,800-60.8% | $7,447-59.0% | $6,400-52.3% |
| Admin fee / account holder | $11,283 | $11,566-2.4% | $10,005+12.8% | $11,427-1.3% |