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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 | $7,694 | $167,362-95.4% | $143,799-94.6% | $134,532-94.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 93.22% | 0.47%+92.7pp | -0.04%+93.3pp | 418.27%-325.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,885 | $6,447-8.7% | $5,638+4.4% | $6,401-8.1% |
| Admin fee / account holder | $13,111 | $18,094-27.5% | $14,677-10.7% | $11,429+14.7% |