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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 | $11,046 | $108,942-89.9% | $100,415-89.0% | $145,897-92.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 106.28% | 58.27%+48.0pp | 49.47%+56.8pp | 552.29%-446.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,750 | $8,461-43.9% | $8,091-41.3% | $6,689-29.0% |
| Admin fee / account holder | $6,283 | $9,702-35.2% | $7,906-20.5% | $13,390-53.1% |