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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 | $10,028 | $104,924-90.4% | $84,623-88.1% | $152,885-93.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 126.82% | 373.82%-247.0pp | 258.77%-131.9pp | 345.39%-218.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,855 | $4,689-39.1% | $3,899-26.8% | $5,851-51.2% |
| Admin fee / account holder | $654 | $6,242-89.5% | $4,913-86.7% | $11,598-94.4% |