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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 | $13,866 | $160,059-91.3% | $140,019-90.1% | $135,380-89.8% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -7.65% | 911.48%-919.1pp | 651.17%-658.8pp | 519.81%-527.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,017 | $7,641-60.5% | $6,927-56.4% | $5,609-46.2% |
| Admin fee / account holder | $659 | $13,328-95.1% | $10,705-93.8% | $10,828-93.9% |