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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 | $9,055 | $138,114-93.4% | $125,391-92.8% | $134,545-93.3% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -15.45% | 750.88%-766.3pp | 572.41%-587.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,178 | $7,801-46.4% | $7,448-43.9% | $6,401-34.7% |
| Admin fee / account holder | $1,695 | $11,570-85.3% | $10,009-83.1% | $11,431-85.2% |