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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 | $4,074 | $138,114-97.1% | $125,391-96.8% | $134,545-97.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.74% | 750.88%-767.6pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,237 | $7,801+18.4% | $7,448+24.0% | $6,401+44.3% |
| Admin fee / account holder | $3,275 | $11,570-71.7% | $10,009-67.3% | $11,431-71.4% |