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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 | $12,749 | $138,114-90.8% | $125,391-89.8% | $134,545-90.5% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -11.20% | 750.88%-762.1pp | 572.41%-583.6pp | 418.37%-429.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,448 | $7,801-55.8% | $7,448-53.7% | $6,401-46.1% |
| Admin fee / account holder | $17,886 | $11,570+54.6% | $10,009+78.7% | $11,431+56.5% |