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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 | $15,643 | $104,479-85.0% | $159,474-90.2% | $79,391-80.3% |
| Participation rate | 84.5% | 76.6%+7.9pp | 82.8%+1.7pp | 70.7%+13.8pp |
| Annual return | 0.00% | 67.98%-68.0pp | 263.68%-263.7pp | 116.88%-116.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,890 | $6,468-39.9% | $7,353-47.1% | $4,046-3.9% |
| Admin fee / account holder | $415 | $711-41.7% | $10,802-96.2% | $627-33.8% |