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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 | $13,575 | $138,114-90.2% | $125,391-89.2% | $134,545-89.9% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.2pp |
| Annual return | -10.12% | 750.88%-761.0pp | 572.41%-582.5pp | 418.37%-428.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,062 | $7,801-60.8% | $7,448-58.9% | $6,401-52.2% |
| Admin fee / account holder | $13,294 | $11,570+14.9% | $10,009+32.8% | $11,431+16.3% |