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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 | $13,101 | $138,102-90.5% | $125,381-89.6% | $134,532-90.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.24% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $99 | $5,245-98.1% | $4,815-97.9% | $4,741-97.9% |
| Participant deferral / active EE | $3,817 | $7,801-51.1% | $7,448-48.7% | $6,401-40.4% |
| Admin fee / account holder | $3,473 | $11,568-70.0% | $10,007-65.3% | $11,429-69.6% |