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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 | $11,073 | $138,114-92.0% | $125,391-91.2% | $134,545-91.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -14.01% | 750.88%-764.9pp | 572.41%-586.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,913 | $7,801-11.4% | $7,448-7.2% | $6,401+8.0% |
| Admin fee / account holder | $15,880 | $11,570+37.2% | $10,009+58.7% | $11,431+38.9% |