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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 | $11,363 | $138,102-91.8% | $125,381-90.9% | $134,532-91.6% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -11.23% | 750.73%-762.0pp | 572.31%-583.5pp | 418.27%-429.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,942 | $7,801-36.6% | $7,448-33.6% | $6,401-22.8% |
| Admin fee / account holder | $6,523 | $11,568-43.6% | $10,007-34.8% | $11,429-42.9% |