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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 | $18,112 | $160,059-88.7% | $140,019-87.1% | $135,379-86.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.97% | 911.44%-919.4pp | 651.15%-659.1pp | 519.79%-527.8pp |
| Employer contribution / active EE | $1,004 | $6,420-84.4% | $5,605-82.1% | $4,779-79.0% |
| Participant deferral / active EE | $9,621 | $7,641+25.9% | $6,927+38.9% | $5,609+71.5% |
| Admin fee / account holder | $3,990 | $13,328-70.1% | $10,705-62.7% | $10,828-63.2% |