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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 | $24,921 | $180,466-86.2% | $154,114-83.8% | $135,382-81.6% |
| Participation rate | 82.6% | 87.4%-4.8pp | 83.0%-0.4pp | 82.6%0pp |
| Annual return | -5.78% | 888.15%-893.9pp | 735.16%-740.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,303 | $5,806-25.9% | $5,081-15.3% | $5,609-23.3% |
| Admin fee / account holder | $833 | $16,144-94.8% | $13,411-93.8% | $10,829-92.3% |