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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 | $13,726 | $102,393-86.6% | $147,041-90.7% | $80,911-83.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 49.95% | 134.95%-85.0pp | 419.21%-369.3pp | 35.63%+14.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,656 | $6,647-45.0% | $8,071-54.7% | $4,297-14.9% |
| Admin fee / account holder | $2,832 | $7,943-64.4% | $13,006-78.2% | $6,935-59.2% |