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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 | $138,102-90.0% | $125,381-89.0% | $134,532-89.8% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -7.18% | 750.73%-757.9pp | 572.31%-579.5pp | 418.27%-425.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $24,758 | $7,801+217.4% | $7,448+232.4% | $6,401+286.8% |
| Admin fee / account holder | $2,214 | $11,568-80.9% | $10,007-77.9% | $11,429-80.6% |