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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 | $11,278 | $108,942-89.6% | $100,415-88.8% | $145,897-92.3% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 120.20% | 58.27%+61.9pp | 49.47%+70.7pp | 552.29%-432.1pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,951 | $8,461-29.7% | $8,091-26.4% | $6,689-11.0% |
| Admin fee / account holder | $415 | $9,702-95.7% | $7,906-94.7% | $13,390-96.9% |