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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 | $9,027 | $108,897-91.7% | $100,378-91.0% | $145,877-93.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 58.17%-58.2pp | 49.41%-49.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,612 | $8,455+61.0% | $8,087+68.3% | $6,691+103.4% |
| Admin fee / account holder | $4,497 | $9,690-53.6% | $7,899-43.1% | $13,402-66.4% |