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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 | $14,857 | $168,635-91.2% | $147,617-89.9% | $125,389-88.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.57% | 77.65%-81.2pp | 61.98%-65.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $997 | $6,252-84.1% | $5,564-82.1% | $4,866-79.5% |
| Participant deferral / active EE | $2,489 | $5,507-54.8% | $4,895-49.2% | $5,352-53.5% |
| Admin fee / account holder | $4,300 | $13,580-68.3% | $11,612-63.0% | $9,541-54.9% |