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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 | $13,747 | $138,078-90.0% | $125,363-89.0% | $134,509-89.8% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -7.18% | 750.49%-757.7pp | 572.15%-579.3pp | 418.13%-425.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $24,758 | $7,800+217.4% | $7,447+232.5% | $6,400+286.8% |
| Admin fee / account holder | $2,214 | $11,566-80.9% | $10,005-77.9% | $11,427-80.6% |