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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 | $22,203 | $135,645-83.6% | $110,243-79.9% | $135,380-83.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.60% | 513.24%-513.8pp | 314.76%-315.4pp | 519.81%-520.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,371 | $5,507-20.6% | $4,672-6.4% | $5,609-22.1% |
| Admin fee / account holder | $4,505 | $11,458-60.7% | $8,548-47.3% | $10,828-58.4% |