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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 | $29,211 | $101,672-71.3% | $147,117-80.1% | $74,478-60.8% |
| Participation rate | 76.2% | 75.5%+0.7pp | 82.2%-5.9pp | 67.2%+9.0pp |
| Annual return | 69.07% | 8757.83%-8688.8pp | 420.54%-351.5pp | 1370.56%-1301.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,793 | $7,305+6.7% | $8,065-3.4% | $4,350+79.1% |
| Admin fee / account holder | $1,073 | $1,753-38.8% | $12,993-91.7% | $1,946-44.9% |