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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 | $8,306 | $138,114-94.0% | $125,391-93.4% | $134,545-93.8% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -14.83% | 750.88%-765.7pp | 572.41%-587.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,424 | $7,801+59.3% | $7,448+66.8% | $6,401+94.1% |
| Admin fee / account holder | $1,657 | $11,570-85.7% | $10,009-83.4% | $11,431-85.5% |