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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 | $10,238 | $138,078-92.6% | $125,363-91.8% | $134,509-92.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.42% | 750.49%-762.9pp | 572.15%-584.6pp | 418.13%-430.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,765 | $7,800-64.5% | $7,447-62.9% | $6,400-56.8% |
| Admin fee / account holder | $428 | $11,566-96.3% | $10,005-95.7% | $11,427-96.3% |