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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 | $9,989 | $138,102-92.8% | $125,381-92.0% | $134,532-92.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.30% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $431 | $5,245-91.8% | $4,815-91.0% | $4,741-90.9% |
| Participant deferral / active EE | $2,910 | $7,801-62.7% | $7,448-60.9% | $6,401-54.5% |
| Admin fee / account holder | $1,793 | $11,568-84.5% | $10,007-82.1% | $11,429-84.3% |