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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 | $10,515 | $176,120-94.0% | $159,487-93.4% | $167,553-93.7% |
| Participation rate | 94.4% | 85.0%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 106.37% | 331.95%-225.6pp | 263.71%-157.3pp | 478.89%-372.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,520 | $7,752+9.9% | $7,354+15.9% | $6,343+34.3% |
| Admin fee / account holder | $2,278 | $12,561-81.9% | $10,804-78.9% | $12,316-81.5% |