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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 | $6,727 | $138,072-95.1% | $123,549-94.6% | $135,382-95.0% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -5.40% | 153.69%-159.1pp | 119.20%-124.6pp | 519.77%-525.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,723 | $6,799-30.5% | $6,426-26.5% | $5,609-15.8% |
| Admin fee / account holder | $2,079 | $10,917-81.0% | $9,284-77.6% | $10,829-80.8% |