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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 | $9,915 | $160,059-93.8% | $140,019-92.9% | $135,380-92.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.20% | 911.48%-915.7pp | 651.17%-655.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,097 | $6,420-82.9% | $5,605-80.4% | $4,779-77.0% |
| Participant deferral / active EE | $2,736 | $7,641-64.2% | $6,927-60.5% | $5,609-51.2% |
| Admin fee / account holder | $23,503 | $13,328+76.3% | $10,705+119.5% | $10,828+117.1% |