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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 | $7,030 | $138,102-94.9% | $125,381-94.4% | $134,532-94.8% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -12.45% | 750.73%-763.2pp | 572.31%-584.8pp | 418.27%-430.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,114 | $7,801-21.6% | $7,448-17.9% | $6,401-4.5% |
| Admin fee / account holder | $2,216 | $11,568-80.8% | $10,007-77.9% | $11,429-80.6% |