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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 | $20,656 | $150,447-86.3% | $136,298-84.8% | $147,586-86.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 15.22% | 1049.15%-1033.9pp | 5156.27%-5141.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,497 | $6,631-62.3% | $6,247-60.0% | $5,439-54.1% |
| Admin fee / account holder | $3,019 | $10,906-72.3% | $9,244-67.3% | $10,886-72.3% |