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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 | $18,160 | $180,459-89.9% | $154,108-88.2% | $135,380-86.6% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -8.18% | 888.21%-896.4pp | 735.21%-743.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,181 | $6,035-80.4% | $5,298-77.7% | $4,779-75.3% |
| Participant deferral / active EE | $2,027 | $5,806-65.1% | $5,081-60.1% | $5,609-63.9% |
| Admin fee / account holder | $1,243 | $16,145-92.3% | $13,411-90.7% | $10,828-88.5% |