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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 | $12,797 | $138,076-90.7% | $123,553-89.6% | $135,380-90.5% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -2.00% | 153.70%-155.7pp | 119.21%-121.2pp | 519.81%-521.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,961 | $6,800-56.5% | $6,426-53.9% | $5,609-47.2% |
| Admin fee / account holder | $937 | $10,917-91.4% | $9,284-89.9% | $10,828-91.3% |