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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 | $11,301 | $101,591-88.9% | $147,096-92.3% | $74,429-84.8% |
| Participation rate | 87.5% | 75.5%+12.0pp | 82.2%+5.3pp | 67.2%+20.3pp |
| Annual return | 23.74% | 8746.45%-8722.7pp | 419.75%-396.0pp | 1368.38%-1344.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,863 | $7,302-19.7% | $8,071-27.4% | $4,348+34.8% |
| Admin fee / account holder | $542 | $1,750-69.1% | $13,005-95.8% | $1,944-72.1% |