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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 | $8,306 | $106,008-92.2% | $92,240-91.0% | $147,586-94.4% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 10.43% | 50.05%-39.6pp | 176.29%-165.9pp | 578.59%-568.2pp |
| Employer contribution / active EE | $275 | $4,333-93.6% | $3,680-92.5% | $4,876-94.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,013 | $6,333-20.9% | $5,194-3.5% | $10,886-54.0% |