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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 | $102,385-86.6% | $147,080-90.7% | $80,935-83.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 49.95% | 135.09%-85.1pp | 420.17%-370.2pp | 35.66%+14.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,656 | $6,651-45.0% | $8,066-54.7% | $4,299-15.0% |
| Admin fee / account holder | $2,832 | $7,951-64.4% | $12,989-78.2% | $6,924-59.1% |